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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 | $70,157 | $102,638-31.6% | $81,991-14.4% | $158,966-55.9% |
| Participation rate | 36.8% | 75.5%-38.7pp | 69.3%-32.4pp | 82.0%-45.1pp |
| Annual return | 5.36% | 61.05%-55.7pp | 41.31%-35.9pp | 302.95%-297.6pp |
| Employer contribution / active EE | $980 | $3,241-69.8% | $2,498-60.8% | $4,762-79.4% |
| Participant deferral / active EE | $1,961 | $4,649-57.8% | $3,722-47.3% | $5,983-67.2% |
| Admin fee / account holder | $3,000 | $8,237-63.6% | $5,665-47.0% | $11,250-73.3% |