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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 | $29,009 | $80,812-64.1% | $160,784-82.0% | $82,448-64.8% |
| Participation rate | 46.3% | 66.2%-20.0pp | 77.0%-30.7pp | 68.1%-21.8pp |
| Annual return | 13.34% | 100.59%-87.3pp | 1803.92%-1790.6pp | 41.64%-28.3pp |
| Employer contribution / active EE | $1,670 | $2,174-23.2% | $3,733-55.3% | $2,551-34.5% |
| Participant deferral / active EE | $2,885 | $4,335-33.5% | $6,293-54.2% | $4,139-30.3% |
| Admin fee / account holder | $3,774 | $7,695-51.0% | $9,717-61.2% | $7,234-47.8% |