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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 | $53,063-43.3% | $124,206-75.8% | $82,637-63.6% |
| Participation rate | 39.3% | 58.4%-19.1pp | 69.6%-30.3pp | 68.1%-28.8pp |
| Annual return | 7.29% | 68.87%-61.6pp | 515.27%-508.0pp | 53.51%-46.2pp |
| Employer contribution / active EE | $1,327 | $1,530-13.3% | $3,540-62.5% | $2,552-48.0% |
| Participant deferral / active EE | $3,229 | $2,644+22.1% | $3,968-18.6% | $4,126-21.7% |
| Admin fee / account holder | $404 | $4,281-90.6% | $5,929-93.2% | $7,339-94.5% |