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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 | $55,470-34.3% | $155,556-76.6% | $74,478-51.1% |
| Participation rate | 33.8% | 61.9%-28.1pp | 78.2%-44.4pp | 67.2%-33.4pp |
| Annual return | 2.62% | 269.80%-267.2pp | 64.84%-62.2pp | 1370.56%-1367.9pp |
| Employer contribution / active EE | $650 | $2,267-71.3% | $4,675-86.1% | $2,626-75.2% |
| Participant deferral / active EE | $1,455 | $2,838-48.7% | $5,631-74.2% | $4,350-66.6% |
| Admin fee / account holder | $2,015 | $1,744+15.5% | $15,885-87.3% | $1,946+3.6% |