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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 | $40,096 | $81,208-50.6% | $98,920-59.5% | $79,856-49.8% |
| Participation rate | 53.8% | 72.5%-18.7pp | 76.0%-22.2pp | 69.6%-15.8pp |
| Annual return | 7.75% | 60.99%-53.2pp | 196.47%-188.7pp | 31.71%-24.0pp |
| Employer contribution / active EE | $763 | $1,960-61.1% | $2,689-71.6% | $2,471-69.1% |
| Participant deferral / active EE | $3,748 | $3,265+14.8% | $4,245-11.7% | $3,741+0.2% |
| Admin fee / account holder | $12,886 | $6,013+114.3% | $6,643+94.0% | $5,306+142.8% |