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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 | $72,782 | $118,877-38.8% | $96,570-24.6% | $167,536-56.6% |
| Participation rate | 33.3% | 75.5%-42.2pp | 69.8%-36.5pp | 82.1%-48.8pp |
| Annual return | 5.06% | 50.50%-45.4pp | 37.79%-32.7pp | 478.82%-473.8pp |
| Employer contribution / active EE | $942 | $3,121-69.8% | $2,357-60.1% | $4,839-80.5% |
| Participant deferral / active EE | $3,366 | $4,617-27.1% | $3,849-12.6% | $6,342-46.9% |
| Admin fee / account holder | $3,245 | $8,069-59.8% | $6,182-47.5% | $12,315-73.6% |