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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 | $34,444 | $60,139-42.7% | $90,461-61.9% | $79,856-56.9% |
| Participation rate | 57.7% | 65.0%-7.3pp | 72.7%-15.0pp | 69.6%-11.9pp |
| Annual return | 8.87% | 71.96%-63.1pp | 1294.76%-1285.9pp | 31.71%-22.8pp |
| Employer contribution / active EE | $1,109 | $2,069-46.4% | $3,264-66.0% | $2,471-55.1% |
| Participant deferral / active EE | $2,717 | $2,939-7.6% | $3,964-31.5% | $3,741-27.4% |
| Admin fee / account holder | $5,522 | $3,978+38.8% | $5,617-1.7% | $5,306+4.1% |