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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 | $38,485 | $100,911-61.9% | $90,440-57.4% | $158,966-75.8% |
| Participation rate | 16.7% | 75.0%-58.4pp | 72.7%-56.0pp | 82.0%-65.3pp |
| Annual return | 3.16% | 1726.62%-1723.5pp | 1294.38%-1291.2pp | 302.95%-299.8pp |
| Employer contribution / active EE | $954 | $3,690-74.1% | $3,263-70.8% | $4,762-80.0% |
| Participant deferral / active EE | $1,048 | $4,348-75.9% | $3,964-73.6% | $5,983-82.5% |
| Admin fee / account holder | $4,777 | $6,507-26.6% | $5,615-14.9% | $11,250-57.5% |