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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 | $33,745 | $115,917-70.9% | $100,535-66.4% | $158,982-78.8% |
| Participation rate | 66.7% | 81.6%-14.9pp | 79.4%-12.7pp | 82.0%-15.3pp |
| Annual return | 4.73% | 34.80%-30.1pp | 30.90%-26.2pp | 302.99%-298.3pp |
| Employer contribution / active EE | $1,284 | $4,105-68.7% | $3,419-62.5% | $4,763-73.1% |
| Participant deferral / active EE | $0 | $6,677-100.0% | $6,271-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,297 | $11,002-88.2% | $8,085-84.0% | $11,252-88.5% |