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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 | $40,283 | $60,139-33.0% | $90,461-55.5% | $79,856-49.6% |
| Participation rate | 33.3% | 65.0%-31.7pp | 72.7%-39.4pp | 69.6%-36.3pp |
| Annual return | 4.48% | 71.96%-67.5pp | 1294.76%-1290.3pp | 31.71%-27.2pp |
| Employer contribution / active EE | $567 | $2,069-72.6% | $3,264-82.6% | $2,471-77.1% |
| Participant deferral / active EE | $1,200 | $2,939-59.2% | $3,964-69.7% | $3,741-67.9% |
| Admin fee / account holder | $3,099 | $3,978-22.1% | $5,617-44.8% | $5,306-41.6% |