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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 | $33,788 | $144,130-76.6% | $117,861-71.3% | $147,586-77.1% |
| Participation rate | 33.3% | 83.4%-50.1pp | 79.7%-46.3pp | 82.8%-49.5pp |
| Annual return | 8.00% | 531.20%-523.2pp | 335.11%-327.1pp | 578.59%-570.6pp |
| Employer contribution / active EE | $1,419 | $4,897-71.0% | $3,786-62.5% | $4,876-70.9% |
| Participant deferral / active EE | $2,485 | $5,316-53.3% | $4,482-44.6% | $5,439-54.3% |
| Admin fee / account holder | $350 | $10,887-96.8% | $8,021-95.6% | $10,886-96.8% |