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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 | $34,074 | $60,139-43.3% | $90,461-62.3% | $79,856-57.3% |
| Participation rate | 55.6% | 65.0%-9.4pp | 72.7%-17.1pp | 69.6%-14.1pp |
| Annual return | 10.01% | 71.96%-61.9pp | 1294.76%-1284.8pp | 31.71%-21.7pp |
| Employer contribution / active EE | $629 | $2,069-69.6% | $3,264-80.7% | $2,471-74.6% |
| Participant deferral / active EE | $1,807 | $2,939-38.5% | $3,964-54.4% | $3,741-51.7% |
| Admin fee / account holder | $1,475 | $3,978-62.9% | $5,617-73.7% | $5,306-72.2% |