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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 | $35,534 | $49,199-27.8% | $121,210-70.7% | $75,177-52.7% |
| Participation rate | 32.3% | 55.4%-23.2pp | 69.5%-37.3pp | 67.2%-34.9pp |
| Annual return | 6.95% | 56.04%-49.1pp | 987.41%-980.5pp | 160.75%-153.8pp |
| Employer contribution / active EE | $433 | $1,547-72.0% | $4,171-89.6% | $2,671-83.8% |
| Participant deferral / active EE | $1,285 | $2,630-51.1% | $4,084-68.5% | $4,126-68.9% |
| Admin fee / account holder | $2,171 | $3,946-45.0% | $5,647-61.6% | $5,651-61.6% |