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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 | $51,638-29.1% | $68,368-46.4% | $82,448-55.6% |
| Participation rate | 57.3% | 63.6%-6.3pp | 73.8%-16.4pp | 68.1%-10.8pp |
| Annual return | 12.30% | 37.53%-25.2pp | 292.57%-280.3pp | 41.64%-29.3pp |
| Employer contribution / active EE | $838 | $2,047-59.0% | $2,649-68.3% | $2,551-67.1% |
| Participant deferral / active EE | $3,071 | $2,914+5.4% | $4,123-25.5% | $4,139-25.8% |
| Admin fee / account holder | $8,487 | $4,643+82.8% | $5,150+64.8% | $7,234+17.3% |