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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 | $42,909 | $34,316+25.0% | $74,722-42.6% | $72,975-41.2% |
| Participation rate | 32.3% | 42.4%-10.1pp | 54.5%-22.2pp | 69.5%-37.2pp |
| Annual return | 16.85% | 26.58%-9.7pp | 753.11%-736.3pp | 81.01%-64.2pp |
| Employer contribution / active EE | $390 | $692-43.6% | $1,084-64.0% | $2,440-84.0% |
| Participant deferral / active EE | $1,127 | $1,272-11.4% | $1,963-42.6% | $3,608-68.8% |
| Admin fee / account holder | $2,017 | $2,125-5.1% | $3,335-39.5% | $5,124-60.6% |