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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 | $33,391 | $56,134-40.5% | $96,192-65.3% | $85,851-61.1% |
| Participation rate | 29.0% | 56.7%-27.7pp | 68.4%-39.5pp | 69.3%-40.3pp |
| Annual return | 1.09% | 42.30%-41.2pp | 192.09%-191.0pp | 318.63%-317.5pp |
| Employer contribution / active EE | $686 | $1,620-57.7% | $2,799-75.5% | $2,565-73.3% |
| Participant deferral / active EE | $1,211 | $2,858-57.6% | $4,351-72.2% | $3,952-69.4% |
| Admin fee / account holder | $3,362 | $3,769-10.8% | $5,539-39.3% | $6,261-46.3% |