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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 | $36,562 | $85,766-57.4% | $136,298-73.2% | $70,126-47.9% |
| Participation rate | 20.5% | 74.2%-53.7pp | 81.9%-61.5pp | 69.5%-49.1pp |
| Annual return | 13.32% | 31.46%-18.1pp | 5156.27%-5142.9pp | 73.15%-59.8pp |
| Employer contribution / active EE | $1,175 | $2,966-60.4% | $4,696-75.0% | $2,343-49.8% |
| Participant deferral / active EE | $3,625 | $5,051-28.2% | $6,247-42.0% | $3,332+8.8% |
| Admin fee / account holder | $22,784 | $5,421+320.3% | $9,244+146.5% | $4,645+390.4% |