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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 | $32,585 | $60,139-45.8% | $90,461-64.0% | $79,856-59.2% |
| Participation rate | 29.7% | 65.0%-35.3pp | 72.7%-43.0pp | 69.6%-39.9pp |
| Annual return | 7.37% | 71.96%-64.6pp | 1294.76%-1287.4pp | 31.71%-24.3pp |
| Employer contribution / active EE | $386 | $2,069-81.3% | $3,264-88.2% | $2,471-84.4% |
| Participant deferral / active EE | $1,312 | $2,939-55.4% | $3,964-66.9% | $3,741-64.9% |
| Admin fee / account holder | $4,086 | $3,978+2.7% | $5,617-27.3% | $5,306-23.0% |