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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 | $31,248 | $72,071-56.6% | $68,368-54.3% | $137,256-77.2% |
| Participation rate | 22.2% | 76.2%-54.0pp | 73.8%-51.5pp | 80.0%-57.7pp |
| Annual return | 3.84% | 353.14%-349.3pp | 292.57%-288.7pp | 220.34%-216.5pp |
| Employer contribution / active EE | $1,067 | $2,788-61.7% | $2,649-59.7% | $4,156-74.3% |
| Participant deferral / active EE | $1,633 | $4,410-63.0% | $4,123-60.4% | $6,407-74.5% |
| Admin fee / account holder | $305 | $5,336-94.3% | $5,150-94.1% | $12,270-97.5% |