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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 | $58,275-33.0% | $81,844-52.3% | $80,935-51.8% |
| Participation rate | 60.3% | 63.5%-3.1pp | 72.4%-12.1pp | 67.7%-7.3pp |
| Annual return | 4.11% | 41.82%-37.7pp | 778.87%-774.8pp | 35.66%-31.5pp |
| Employer contribution / active EE | $975 | $2,346-58.4% | $2,916-66.6% | $2,757-64.6% |
| Participant deferral / active EE | $2,266 | $3,285-31.0% | $4,323-47.6% | $4,299-47.3% |
| Admin fee / account holder | $1,663 | $4,749-65.0% | $7,355-77.4% | $6,924-76.0% |