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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 | $39,083 | $72,446-46.1% | $67,561-42.2% | $145,877-73.2% |
| Participation rate | 52.4% | 76.9%-24.5pp | 72.9%-20.5pp | 80.3%-27.9pp |
| Annual return | 5.35% | 7211.98%-7206.6pp | 3525.44%-3520.1pp | 551.28%-545.9pp |
| Employer contribution / active EE | $805 | $3,072-73.8% | $2,735-70.6% | $4,663-82.7% |
| Participant deferral / active EE | $3,432 | $4,785-28.3% | $4,003-14.3% | $6,691-48.7% |
| Admin fee / account holder | $1,075 | $5,541-80.6% | $4,006-73.2% | $13,402-92.0% |