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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 | $32,769 | $110,410-70.3% | $102,437-68.0% | $145,897-77.5% |
| Participation rate | 44.4% | 77.9%-33.5pp | 74.5%-30.1pp | 80.3%-35.9pp |
| Annual return | 3.78% | 24.85%-21.1pp | 24.95%-21.2pp | 552.29%-548.5pp |
| Employer contribution / active EE | $1,301 | $4,217-69.2% | $3,871-66.4% | $4,663-72.1% |
| Participant deferral / active EE | $2,931 | $5,622-47.9% | $5,060-42.1% | $6,689-56.2% |
| Admin fee / account holder | $7,117 | $9,745-27.0% | $8,388-15.1% | $13,390-46.8% |