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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 | $39,774 | $96,643-58.8% | $86,617-54.1% | $139,456-71.5% |
| Participation rate | 30.0% | 74.4%-44.4pp | 71.7%-41.7pp | 80.3%-50.3pp |
| Annual return | 10.15% | 106.57%-96.4pp | 591.91%-581.8pp | 373.45%-363.3pp |
| Employer contribution / active EE | $861 | $3,264-73.6% | $3,023-71.5% | $4,753-81.9% |
| Participant deferral / active EE | $2,680 | $4,835-44.6% | $4,437-39.6% | $6,711-60.1% |
| Admin fee / account holder | $426 | $6,406-93.4% | $5,613-92.4% | $11,407-96.3% |