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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 | $33,573 | $52,353-35.9% | $120,225-72.1% | $82,448-59.3% |
| Participation rate | 39.5% | 58.3%-18.8pp | 69.6%-30.1pp | 68.1%-28.6pp |
| Annual return | 8.72% | 61.85%-53.1pp | 439.23%-430.5pp | 41.64%-32.9pp |
| Employer contribution / active EE | $804 | $1,510-46.8% | $3,475-76.9% | $2,551-68.5% |
| Participant deferral / active EE | $1,309 | $2,627-50.2% | $3,999-67.3% | $4,139-68.4% |
| Admin fee / account holder | $1,297 | $4,363-70.3% | $5,696-77.2% | $7,234-82.1% |