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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 | $35,560 | $60,139-40.9% | $90,461-60.7% | $79,856-55.5% |
| Participation rate | 33.3% | 65.0%-31.7pp | 72.7%-39.4pp | 69.6%-36.3pp |
| Annual return | 9.64% | 71.96%-62.3pp | 1294.76%-1285.1pp | 31.71%-22.1pp |
| Employer contribution / active EE | $602 | $2,069-70.9% | $3,264-81.6% | $2,471-75.6% |
| Participant deferral / active EE | $1,310 | $2,939-55.4% | $3,964-67.0% | $3,741-65.0% |
| Admin fee / account holder | $358 | $3,978-91.0% | $5,617-93.6% | $5,306-93.3% |