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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 | $33,059 | $51,638-36.0% | $68,368-51.6% | $82,448-59.9% |
| Participation rate | 33.3% | 63.6%-30.3pp | 73.8%-40.4pp | 68.1%-34.7pp |
| Annual return | 7.30% | 37.53%-30.2pp | 292.57%-285.3pp | 41.64%-34.3pp |
| Employer contribution / active EE | $1,035 | $2,047-49.4% | $2,649-60.9% | $2,551-59.4% |
| Participant deferral / active EE | $1,769 | $2,914-39.3% | $4,123-57.1% | $4,139-57.3% |
| Admin fee / account holder | $1,295 | $4,643-72.1% | $5,150-74.9% | $7,234-82.1% |