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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 | $29,892 | $48,277-38.1% | $67,511-55.7% | $80,874-63.0% |
| Participation rate | 54.7% | 66.4%-11.7pp | 72.9%-18.2pp | 67.6%-13.0pp |
| Annual return | 9.10% | 18.27%-9.2pp | 3517.41%-3508.3pp | 35.62%-26.5pp |
| Employer contribution / active EE | $811 | $2,021-59.9% | $2,733-70.3% | $2,756-70.6% |
| Participant deferral / active EE | $2,580 | $2,926-11.8% | $4,000-35.5% | $4,297-40.0% |
| Admin fee / account holder | $2,888 | $3,687-21.7% | $3,999-27.8% | $6,935-58.4% |