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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 | $38,605 | $58,275-33.8% | $81,844-52.8% | $80,935-52.3% |
| Participation rate | 54.9% | 63.5%-8.5pp | 72.4%-17.5pp | 67.7%-12.7pp |
| Annual return | 10.60% | 41.82%-31.2pp | 778.87%-768.3pp | 35.66%-25.1pp |
| Employer contribution / active EE | $1,403 | $2,346-40.2% | $2,916-51.9% | $2,757-49.1% |
| Participant deferral / active EE | $2,688 | $3,285-18.2% | $4,323-37.8% | $4,299-37.5% |
| Admin fee / account holder | $7,423 | $4,749+56.3% | $7,355+0.9% | $6,924+7.2% |