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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 | $31,870 | $88,710-64.1% | $81,783-61.0% | $145,959-78.2% |
| Participation rate | 28.6% | 75.0%-46.5pp | 72.4%-43.8pp | 80.3%-51.7pp |
| Annual return | 3.80% | 1027.26%-1023.5pp | 775.05%-771.3pp | 561.95%-558.2pp |
| Employer contribution / active EE | $912 | $3,083-70.4% | $2,913-68.7% | $4,661-80.4% |
| Participant deferral / active EE | $4,758 | $4,645+2.4% | $4,320+10.1% | $6,689-28.9% |
| Admin fee / account holder | $2,810 | $8,407-66.6% | $7,380-61.9% | $13,398-79.0% |