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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 | $33,776 | $60,139-43.8% | $90,461-62.7% | $79,856-57.7% |
| Participation rate | 57.1% | 65.0%-7.8pp | 72.7%-15.5pp | 69.6%-12.5pp |
| Annual return | 4.09% | 71.96%-67.9pp | 1294.76%-1290.7pp | 31.71%-27.6pp |
| Employer contribution / active EE | $578 | $2,069-72.1% | $3,264-82.3% | $2,471-76.6% |
| Participant deferral / active EE | $1,744 | $2,939-40.6% | $3,964-56.0% | $3,741-53.4% |
| Admin fee / account holder | $2,387 | $3,978-40.0% | $5,617-57.5% | $5,306-55.0% |