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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 | $61,125-45.9% | $94,057-64.9% | $87,485-62.2% |
| Participation rate | 33.3% | 64.1%-30.7pp | 73.3%-40.0pp | 68.9%-35.6pp |
| Annual return | 7.30% | 35.20%-27.9pp | 480.62%-473.3pp | 26.06%-18.8pp |
| Employer contribution / active EE | $1,035 | $2,136-51.6% | $2,933-64.7% | $2,596-60.2% |
| Participant deferral / active EE | $1,769 | $3,260-45.7% | $4,709-62.4% | $4,274-58.6% |
| Admin fee / account holder | $1,295 | $5,629-77.0% | $7,244-82.1% | $7,775-83.3% |