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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 | $36,647 | $98,776-62.9% | $149,745-75.5% | $79,856-54.1% |
| Participation rate | 67.2% | 75.8%-8.6pp | 82.5%-15.3pp | 69.6%-2.5pp |
| Annual return | 7.01% | 27.38%-20.4pp | 276.72%-269.7pp | 31.71%-24.7pp |
| Employer contribution / active EE | $1,358 | $3,217-57.8% | $4,646-70.8% | $2,471-45.1% |
| Participant deferral / active EE | $3,799 | $5,681-33.1% | $6,843-44.5% | $3,741+1.6% |
| Admin fee / account holder | $12,171 | $6,053+101.1% | $9,312+30.7% | $5,306+129.4% |