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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 | $36,121 | $58,311-38.1% | $81,882-55.9% | $80,959-55.4% |
| Participation rate | 50.0% | 63.5%-13.5pp | 72.4%-22.4pp | 67.7%-17.7pp |
| Annual return | 9.30% | 41.85%-32.5pp | 779.47%-770.2pp | 35.67%-26.4pp |
| Employer contribution / active EE | $1,305 | $2,347-44.4% | $2,916-55.2% | $2,757-52.7% |
| Participant deferral / active EE | $3,314 | $3,287+0.8% | $4,323-23.4% | $4,300-22.9% |
| Admin fee / account holder | $1,458 | $4,752-69.3% | $7,360-80.2% | $6,925-78.9% |