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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,474 | $60,504-46.3% | $81,882-60.3% | $74,478-56.4% |
| Participation rate | 35.2% | 62.9%-27.7pp | 72.4%-37.2pp | 67.2%-32.0pp |
| Annual return | 9.71% | 16.91%-7.2pp | 779.47%-769.8pp | 1370.56%-1360.9pp |
| Employer contribution / active EE | $535 | $2,627-79.6% | $2,916-81.7% | $2,626-79.6% |
| Participant deferral / active EE | $2,297 | $3,400-32.4% | $4,323-46.9% | $4,350-47.2% |
| Admin fee / account holder | $5,953 | $1,492+299.1% | $7,360-19.1% | $1,946+206.0% |