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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 | $34,971 | $85,766-59.2% | $136,298-74.3% | $70,126-50.1% |
| Participation rate | 33.3% | 74.2%-40.8pp | 81.9%-48.6pp | 69.5%-36.2pp |
| Annual return | 13.21% | 31.46%-18.2pp | 5156.27%-5143.1pp | 73.15%-59.9pp |
| Employer contribution / active EE | $1,040 | $2,966-64.9% | $4,696-77.9% | $2,343-55.6% |
| Participant deferral / active EE | $2,265 | $5,051-55.2% | $6,247-63.7% | $3,332-32.0% |
| Admin fee / account holder | $2,957 | $5,421-45.5% | $9,244-68.0% | $4,645-36.3% |