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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 | $36,948 | $85,766-56.9% | $136,298-72.9% | $70,126-47.3% |
| Participation rate | 59.4% | 74.2%-14.8pp | 81.9%-22.5pp | 69.5%-10.2pp |
| Annual return | 11.96% | 31.46%-19.5pp | 5156.27%-5144.3pp | 73.15%-61.2pp |
| Employer contribution / active EE | $2,249 | $2,966-24.2% | $4,696-52.1% | $2,343-4.0% |
| Participant deferral / active EE | $4,325 | $5,051-14.4% | $6,247-30.8% | $3,332+29.8% |
| Admin fee / account holder | $1,694 | $5,421-68.7% | $9,244-81.7% | $4,645-63.5% |