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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 | $36,904 | $102,638-64.0% | $81,982-55.0% | $158,982-76.8% |
| Participation rate | 47.6% | 75.5%-27.9pp | 69.3%-21.6pp | 82.0%-34.3pp |
| Annual return | 3.44% | 61.05%-57.6pp | 41.31%-37.9pp | 302.99%-299.5pp |
| Employer contribution / active EE | $1,758 | $3,241-45.8% | $2,498-29.6% | $4,763-63.1% |
| Participant deferral / active EE | $2,263 | $4,649-51.3% | $3,722-39.2% | $5,983-62.2% |
| Admin fee / account holder | $6,209 | $8,237-24.6% | $5,665+9.6% | $11,252-44.8% |