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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 | $35,027 | $49,164-28.8% | $121,169-71.1% | $75,181-53.4% |
| Participation rate | 37.9% | 55.4%-17.5pp | 69.5%-31.6pp | 67.2%-29.3pp |
| Annual return | 13.43% | 56.03%-42.6pp | 986.71%-973.3pp | 160.69%-147.3pp |
| Employer contribution / active EE | $694 | $1,546-55.1% | $4,168-83.3% | $2,671-74.0% |
| Participant deferral / active EE | $1,323 | $2,628-49.7% | $4,083-67.6% | $4,126-67.9% |
| Admin fee / account holder | $944 | $3,942-76.0% | $5,645-83.3% | $5,650-83.3% |