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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 | $33,364 | $150,435-77.8% | $120,580-72.3% | $145,897-77.1% |
| Participation rate | 33.3% | 78.8%-45.5pp | 72.0%-38.6pp | 80.3%-47.0pp |
| Annual return | 8.39% | 154.60%-146.2pp | 107.48%-99.1pp | 552.29%-543.9pp |
| Employer contribution / active EE | $1,663 | $4,352-61.8% | $3,469-52.1% | $4,663-64.3% |
| Participant deferral / active EE | $4,996 | $6,174-19.1% | $4,9950% | $6,689-25.3% |
| Admin fee / account holder | $787 | $12,182-93.5% | $9,418-91.6% | $13,390-94.1% |