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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 | $58,234-43.8% | $81,783-60.0% | $80,874-59.6% |
| Participation rate | 20.0% | 63.4%-43.4pp | 72.4%-52.4pp | 67.6%-47.6pp |
| Annual return | 4.89% | 41.70%-36.8pp | 775.05%-770.2pp | 35.62%-30.7pp |
| Employer contribution / active EE | $684 | $2,341-70.8% | $2,913-76.5% | $2,756-75.2% |
| Participant deferral / active EE | $955 | $3,283-70.9% | $4,320-77.9% | $4,297-77.8% |
| Admin fee / account holder | $4,549 | $4,982-8.7% | $7,380-38.4% | $6,935-34.4% |