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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 | $34,598 | $60,119-42.5% | $90,430-61.7% | $79,858-56.7% |
| Participation rate | 62.1% | 65.0%-2.9pp | 72.7%-10.6pp | 69.6%-7.5pp |
| Annual return | 7.52% | 71.94%-64.4pp | 1293.73%-1286.2pp | 31.72%-24.2pp |
| Employer contribution / active EE | $520 | $2,068-74.9% | $3,262-84.1% | $2,471-79.0% |
| Participant deferral / active EE | $892 | $2,938-69.6% | $3,963-77.5% | $3,740-76.2% |
| Admin fee / account holder | $7,492 | $3,976+88.4% | $5,613+33.5% | $5,306+41.2% |