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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 | $36,621 | $61,125-40.1% | $94,057-61.1% | $87,485-58.1% |
| Participation rate | 57.3% | 64.1%-6.7pp | 73.3%-16.0pp | 68.9%-11.6pp |
| Annual return | 12.30% | 35.20%-22.9pp | 480.62%-468.3pp | 26.06%-13.8pp |
| Employer contribution / active EE | $838 | $2,136-60.8% | $2,933-71.4% | $2,596-67.7% |
| Participant deferral / active EE | $3,071 | $3,260-5.8% | $4,709-34.8% | $4,274-28.1% |
| Admin fee / account holder | $8,487 | $5,629+50.8% | $7,244+17.1% | $7,775+9.2% |