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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 | $39,031 | $58,241-33.0% | $81,780-52.3% | $80,911-51.8% |
| Participation rate | 60.3% | 63.4%-3.1pp | 72.4%-12.0pp | 67.6%-7.3pp |
| Annual return | 4.11% | 41.73%-37.6pp | 776.27%-772.2pp | 35.63%-31.5pp |
| Employer contribution / active EE | $975 | $2,343-58.4% | $2,914-66.5% | $2,756-64.6% |
| Participant deferral / active EE | $2,266 | $3,283-31.0% | $4,321-47.6% | $4,297-47.3% |
| Admin fee / account holder | $1,663 | $4,973-66.6% | $7,384-77.5% | $6,935-76.0% |