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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 | $33,139 | $59,006-43.8% | $97,295-65.9% | $74,478-55.5% |
| Participation rate | 33.6% | 63.7%-30.1pp | 72.7%-39.0pp | 67.2%-33.6pp |
| Annual return | 9.45% | 16.04%-6.6pp | 75.62%-66.2pp | 1370.56%-1361.1pp |
| Employer contribution / active EE | $529 | $1,894-72.1% | $2,723-80.6% | $2,626-79.9% |
| Participant deferral / active EE | $2,784 | $3,671-24.2% | $4,264-34.7% | $4,350-36.0% |
| Admin fee / account holder | $3,303 | $1,974+67.3% | $5,646-41.5% | $1,946+69.8% |