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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 | $33,454 | $65,555-49.0% | $86,216-61.2% | $75,173-55.5% |
| Participation rate | 43.5% | 60.5%-17.0pp | 69.0%-25.5pp | 67.2%-23.7pp |
| Annual return | 12.21% | 46.07%-33.9pp | 1169.42%-1157.2pp | 160.72%-148.5pp |
| Employer contribution / active EE | $660 | $1,553-57.5% | $2,382-72.3% | $2,671-75.3% |
| Participant deferral / active EE | $4,509 | $3,023+49.2% | $3,986+13.1% | $4,126+9.3% |
| Admin fee / account holder | $3,627 | $5,469-33.7% | $6,853-47.1% | $5,651-35.8% |