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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 | $32,700 | $58,258-43.9% | $81,820-60.0% | $80,925-59.6% |
| Participation rate | 20.0% | 63.5%-43.5pp | 72.4%-52.4pp | 67.7%-47.7pp |
| Annual return | 4.89% | 41.76%-36.9pp | 777.93%-773.0pp | 35.65%-30.8pp |
| Employer contribution / active EE | $684 | $2,345-70.8% | $2,915-76.5% | $2,756-75.2% |
| Participant deferral / active EE | $955 | $3,284-70.9% | $4,323-77.9% | $4,299-77.8% |
| Admin fee / account holder | $4,549 | $4,976-8.6% | $7,391-38.5% | $6,940-34.5% |