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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 | $52,434 | $58,258-10.0% | $81,820-35.9% | $80,925-35.2% |
| Participation rate | 31.7% | 63.5%-31.8pp | 72.4%-40.7pp | 67.7%-36.0pp |
| Annual return | 10.31% | 41.76%-31.5pp | 777.93%-767.6pp | 35.65%-25.3pp |
| Employer contribution / active EE | $480 | $2,345-79.5% | $2,915-83.5% | $2,756-82.6% |
| Participant deferral / active EE | $1,332 | $3,284-59.4% | $4,323-69.2% | $4,299-69.0% |
| Admin fee / account holder | $4,009 | $4,976-19.4% | $7,391-45.8% | $6,940-42.2% |