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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 | $36,455 | $55,446-34.3% | $155,574-76.6% | $74,429-51.0% |
| Participation rate | 33.8% | 61.9%-28.1pp | 78.2%-44.4pp | 67.2%-33.4pp |
| Annual return | 2.62% | 269.20%-266.6pp | 64.87%-62.3pp | 1368.38%-1365.8pp |
| Employer contribution / active EE | $650 | $2,266-71.3% | $4,676-86.1% | $2,625-75.2% |
| Participant deferral / active EE | $1,455 | $2,836-48.7% | $5,629-74.2% | $4,348-66.5% |
| Admin fee / account holder | $2,015 | $1,743+15.6% | $15,914-87.3% | $1,944+3.6% |