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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 | $48,229 | $90,107-46.5% | $182,262-73.5% | $69,733-30.8% |
| Participation rate | 32.4% | 64.8%-32.5pp | 84.2%-51.8pp | 62.5%-30.1pp |
| Annual return | 4.18% | 95.58%-91.4pp | 140.60%-136.4pp | 15.22%-11.0pp |
| Employer contribution / active EE | $988 | $3,043-67.5% | $5,046-80.4% | $2,250-56.1% |
| Participant deferral / active EE | $3,294 | $5,135-35.9% | $8,276-60.2% | $3,054+7.8% |
| Admin fee / account holder | $3,102 | $3,377-8.2% | $16,712-81.4% | $3,1020% |