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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 | $33,093 | $49,164-32.7% | $121,169-72.7% | $75,181-56.0% |
| Participation rate | 36.9% | 55.4%-18.5pp | 69.5%-32.6pp | 67.2%-30.3pp |
| Annual return | 12.89% | 56.03%-43.1pp | 986.71%-973.8pp | 160.69%-147.8pp |
| Employer contribution / active EE | $574 | $1,546-62.9% | $4,168-86.2% | $2,671-78.5% |
| Participant deferral / active EE | $1,247 | $2,628-52.6% | $4,083-69.5% | $4,126-69.8% |
| Admin fee / account holder | $6,292 | $3,942+59.6% | $5,645+11.5% | $5,650+11.4% |