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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 | $30,068 | $52,353-42.6% | $120,225-75.0% | $82,448-63.5% |
| Participation rate | 39.3% | 58.3%-19.0pp | 69.6%-30.3pp | 68.1%-28.8pp |
| Annual return | 7.29% | 61.85%-54.6pp | 439.23%-431.9pp | 41.64%-34.4pp |
| Employer contribution / active EE | $1,327 | $1,510-12.1% | $3,475-61.8% | $2,551-48.0% |
| Participant deferral / active EE | $3,229 | $2,627+22.9% | $3,999-19.3% | $4,139-22.0% |
| Admin fee / account holder | $404 | $4,363-90.7% | $5,696-92.9% | $7,234-94.4% |