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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 | $31,364 | $81,763-61.6% | $58,561-46.4% | $139,466-77.5% |
| Participation rate | 28.6% | 61.3%-32.8pp | 50.9%-22.3pp | 80.3%-51.8pp |
| Annual return | 5.96% | 7427.77%-7421.8pp | 4251.33%-4245.4pp | 373.66%-367.7pp |
| Employer contribution / active EE | $725 | $1,398-48.1% | $1,053-31.2% | $4,754-84.7% |
| Participant deferral / active EE | $3,384 | $2,555+32.5% | $1,923+76.0% | $6,712-49.6% |
| Admin fee / account holder | $5,076 | $3,273+55.1% | $2,520+101.4% | $11,409-55.5% |