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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 | $33,810 | $57,305-41.0% | $86,640-61.0% | $75,173-55.0% |
| Participation rate | 39.1% | 63.2%-24.1pp | 71.7%-32.6pp | 67.2%-28.1pp |
| Annual return | 8.17% | 2674.24%-2666.1pp | 592.52%-584.4pp | 160.72%-152.6pp |
| Employer contribution / active EE | $1,155 | $2,316-50.1% | $3,024-61.8% | $2,671-56.8% |
| Participant deferral / active EE | $1,581 | $3,320-52.4% | $4,438-64.4% | $4,126-61.7% |
| Admin fee / account holder | $2,268 | $4,116-44.9% | $5,616-59.6% | $5,651-59.9% |