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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 | $38,036 | $65,961-42.3% | $180,320-78.9% | $94,015-59.5% |
| Participation rate | 54.3% | 61.3%-6.9pp | 71.5%-17.2pp | 70.8%-16.5pp |
| Annual return | 5.21% | 14.27%-9.1pp | 778.54%-773.3pp | 17.84%-12.6pp |
| Employer contribution / active EE | $423 | $1,737-75.7% | $4,108-89.7% | $2,790-84.9% |
| Participant deferral / active EE | $2,812 | $3,003-6.4% | $4,304-34.7% | $4,249-33.8% |
| Admin fee / account holder | $1,689 | $4,901-65.5% | $10,000-83.1% | $8,951-81.1% |