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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 | $30,343 | $85,766-64.6% | $136,298-77.7% | $70,126-56.7% |
| Participation rate | 55.9% | 74.2%-18.3pp | 81.9%-26.0pp | 69.5%-13.7pp |
| Annual return | 2.10% | 31.46%-29.4pp | 5156.27%-5154.2pp | 73.15%-71.0pp |
| Employer contribution / active EE | $1,344 | $2,966-54.7% | $4,696-71.4% | $2,343-42.6% |
| Participant deferral / active EE | $3,800 | $5,051-24.8% | $6,247-39.2% | $3,332+14.1% |
| Admin fee / account holder | $910 | $5,421-83.2% | $9,244-90.2% | $4,645-80.4% |