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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 | $35,154 | $85,766-59.0% | $136,298-74.2% | $70,126-49.9% |
| Participation rate | 59.6% | 74.2%-14.5pp | 81.9%-22.3pp | 69.5%-9.9pp |
| Annual return | 13.94% | 31.46%-17.5pp | 5156.27%-5142.3pp | 73.15%-59.2pp |
| Employer contribution / active EE | $2,295 | $2,966-22.6% | $4,696-51.1% | $2,343-2.0% |
| Participant deferral / active EE | $4,078 | $5,051-19.3% | $6,247-34.7% | $3,332+22.4% |
| Admin fee / account holder | $778 | $5,421-85.7% | $9,244-91.6% | $4,645-83.3% |