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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 | $30,264 | $60,128-49.7% | $90,440-66.5% | $79,852-62.1% |
| Participation rate | 57.6% | 65.0%-7.4pp | 72.7%-15.1pp | 69.6%-12.1pp |
| Annual return | 4.86% | 71.95%-67.1pp | 1294.38%-1289.5pp | 31.72%-26.9pp |
| Employer contribution / active EE | $1,260 | $2,068-39.1% | $3,263-61.4% | $2,471-49.0% |
| Participant deferral / active EE | $2,226 | $2,939-24.3% | $3,964-43.8% | $3,740-40.5% |
| Admin fee / account holder | $3,354 | $3,977-15.7% | $5,615-40.3% | $5,306-36.8% |