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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 | $30,604 | $80,812-62.1% | $160,784-81.0% | $82,448-62.9% |
| Participation rate | 59.3% | 66.2%-7.0pp | 77.0%-17.7pp | 68.1%-8.8pp |
| Annual return | 8.08% | 100.59%-92.5pp | 1803.92%-1795.8pp | 41.64%-33.6pp |
| Employer contribution / active EE | $956 | $2,174-56.0% | $3,733-74.4% | $2,551-62.5% |
| Participant deferral / active EE | $2,929 | $4,335-32.5% | $6,293-53.5% | $4,139-29.2% |
| Admin fee / account holder | $7,282 | $7,695-5.4% | $9,717-25.1% | $7,234+0.7% |