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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 | $37,743 | $84,741-55.5% | $75,731-50.2% | $167,553-77.5% |
| Participation rate | 53.8% | 77.8%-24.0pp | 74.8%-21.0pp | 82.1%-28.3pp |
| Annual return | 7.88% | 199.72%-191.8pp | 104.65%-96.8pp | 478.89%-471.0pp |
| Employer contribution / active EE | $515 | $3,230-84.1% | $2,743-81.2% | $4,840-89.4% |
| Participant deferral / active EE | $4,650 | $4,577+1.6% | $3,820+21.7% | $6,343-26.7% |
| Admin fee / account holder | $7,637 | $5,361+42.5% | $3,620+111.0% | $12,316-38.0% |