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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 | $31,195 | $80,812-61.4% | $160,784-80.6% | $82,448-62.2% |
| Participation rate | 32.3% | 66.2%-34.0pp | 77.0%-44.7pp | 68.1%-35.8pp |
| Annual return | 12.33% | 100.59%-88.3pp | 1803.92%-1791.6pp | 41.64%-29.3pp |
| Employer contribution / active EE | $1,082 | $2,174-50.2% | $3,733-71.0% | $2,551-57.6% |
| Participant deferral / active EE | $1,405 | $4,335-67.6% | $6,293-77.7% | $4,139-66.1% |
| Admin fee / account holder | $1,387 | $7,695-82.0% | $9,717-85.7% | $7,234-80.8% |