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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 | $31,253 | $81,763-61.8% | $58,561-46.6% | $139,466-77.6% |
| Participation rate | 42.9% | 61.3%-18.5pp | 50.9%-8.0pp | 80.3%-37.5pp |
| Annual return | 2.26% | 7427.77%-7425.5pp | 4251.33%-4249.1pp | 373.66%-371.4pp |
| Employer contribution / active EE | $1,187 | $1,398-15.1% | $1,053+12.6% | $4,754-75.0% |
| Participant deferral / active EE | $5,627 | $2,555+120.2% | $1,923+192.6% | $6,712-16.2% |
| Admin fee / account holder | $3,043 | $3,273-7.0% | $2,520+20.7% | $11,409-73.3% |