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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 | $32,499 | $48,570-33.1% | $130,660-75.1% | $72,975-55.5% |
| Participation rate | 38.2% | 58.6%-20.4pp | 71.7%-33.6pp | 69.5%-31.3pp |
| Annual return | 5.53% | 38.63%-33.1pp | 1709.29%-1703.8pp | 81.01%-75.5pp |
| Employer contribution / active EE | $313 | $1,334-76.5% | $4,092-92.4% | $2,440-87.2% |
| Participant deferral / active EE | $1,126 | $2,384-52.8% | $3,603-68.7% | $3,608-68.8% |
| Admin fee / account holder | $3,583 | $3,549+1.0% | $5,463-34.4% | $5,124-30.1% |