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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 | $26,081 | $102,393-74.5% | $147,041-82.3% | $80,911-67.8% |
| Participation rate | 39.0% | 75.9%-36.8pp | 82.2%-43.1pp | 67.6%-28.6pp |
| Annual return | 9.89% | 134.95%-125.1pp | 419.21%-409.3pp | 35.63%-25.7pp |
| Employer contribution / active EE | $1,206 | $3,715-67.5% | $4,935-75.6% | $2,756-56.2% |
| Participant deferral / active EE | $3,334 | $6,647-49.8% | $8,071-58.7% | $4,297-22.4% |
| Admin fee / account holder | $2,524 | $7,943-68.2% | $13,006-80.6% | $6,935-63.6% |