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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 | $49,976-26.7% | $66,674-45.1% | $82,637-55.7% |
| Participation rate | 57.3% | 63.1%-5.8pp | 73.7%-16.4pp | 68.1%-10.7pp |
| Annual return | 12.30% | 39.09%-26.8pp | 321.24%-308.9pp | 53.51%-41.2pp |
| Employer contribution / active EE | $838 | $1,988-57.8% | $2,620-68.0% | $2,552-67.1% |
| Participant deferral / active EE | $3,071 | $2,847+7.9% | $4,084-24.8% | $4,126-25.6% |
| Admin fee / account holder | $8,487 | $4,594+84.8% | $5,098+66.5% | $7,339+15.6% |