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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 | $37,626 | $58,726-35.9% | $142,898-73.7% | $85,847-56.2% |
| Participation rate | 59.1% | 58.5%+0.6pp | 72.0%-12.9pp | 69.3%-10.2pp |
| Annual return | 10.00% | 27.73%-17.7pp | 5639.64%-5629.6pp | 318.61%-308.6pp |
| Employer contribution / active EE | $315 | $1,424-77.9% | $4,146-92.4% | $2,565-87.7% |
| Participant deferral / active EE | $1,827 | $2,609-29.9% | $3,838-52.4% | $3,952-53.8% |
| Admin fee / account holder | $438 | $4,234-89.7% | $6,560-93.3% | $6,261-93.0% |