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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 | $53,063-36.7% | $124,206-73.0% | $82,637-59.4% |
| Participation rate | 39.5% | 58.4%-18.9pp | 69.6%-30.1pp | 68.1%-28.6pp |
| Annual return | 8.72% | 68.87%-60.2pp | 515.27%-506.6pp | 53.51%-44.8pp |
| Employer contribution / active EE | $804 | $1,530-47.5% | $3,540-77.3% | $2,552-68.5% |
| Participant deferral / active EE | $1,309 | $2,644-50.5% | $3,968-67.0% | $4,126-68.3% |
| Admin fee / account holder | $1,297 | $4,281-69.7% | $5,929-78.1% | $7,339-82.3% |