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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 | $37,151 | $58,275-36.2% | $81,844-54.6% | $80,935-54.1% |
| Participation rate | 61.4% | 63.5%-2.0pp | 72.4%-10.9pp | 67.7%-6.2pp |
| Annual return | 9.46% | 41.82%-32.4pp | 778.87%-769.4pp | 35.66%-26.2pp |
| Employer contribution / active EE | $789 | $2,346-66.4% | $2,916-72.9% | $2,757-71.4% |
| Participant deferral / active EE | $2,033 | $3,285-38.1% | $4,323-53.0% | $4,299-52.7% |
| Admin fee / account holder | $4,497 | $4,749-5.3% | $7,355-38.9% | $6,924-35.1% |