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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 | $33,260 | $96,691-65.6% | $86,656-61.6% | $139,487-76.2% |
| Participation rate | 44.4% | 74.4%-30.0pp | 71.7%-27.3pp | 80.3%-35.9pp |
| Annual return | 7.07% | 106.87%-99.8pp | 593.09%-586.0pp | 373.84%-366.8pp |
| Employer contribution / active EE | $783 | $3,267-76.0% | $3,025-74.1% | $4,755-83.5% |
| Participant deferral / active EE | $1,021 | $4,838-78.9% | $4,439-77.0% | $6,713-84.8% |
| Admin fee / account holder | $4,412 | $6,414-31.2% | $5,619-21.5% | $11,407-61.3% |