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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 | $28,208 | $49,199-42.7% | $121,204-76.7% | $75,173-62.5% |
| Participation rate | 51.4% | 55.4%-4.0pp | 69.5%-18.1pp | 67.2%-15.8pp |
| Annual return | 13.61% | 56.04%-42.4pp | 987.18%-973.6pp | 160.72%-147.1pp |
| Employer contribution / active EE | $860 | $1,547-44.4% | $4,170-79.4% | $2,671-67.8% |
| Participant deferral / active EE | $3,537 | $2,630+34.5% | $4,083-13.4% | $4,126-14.3% |
| Admin fee / account holder | $3,914 | $3,946-0.8% | $5,651-30.7% | $5,651-30.7% |