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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 | $31,846 | $60,139-47.0% | $90,461-64.8% | $79,856-60.1% |
| Participation rate | 43.2% | 65.0%-21.7pp | 72.7%-29.4pp | 69.6%-26.4pp |
| Annual return | 4.82% | 71.96%-67.1pp | 1294.76%-1289.9pp | 31.71%-26.9pp |
| Employer contribution / active EE | $1,019 | $2,069-50.7% | $3,264-68.8% | $2,471-58.8% |
| Participant deferral / active EE | $1,677 | $2,939-42.9% | $3,964-57.7% | $3,741-55.2% |
| Admin fee / account holder | $5,244 | $3,978+31.8% | $5,617-6.6% | $5,306-1.2% |