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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 | $56,920 | $78,682-27.7% | $109,188-47.9% | $85,851-33.7% |
| Participation rate | 36.7% | 68.3%-31.6pp | 75.9%-39.2pp | 69.3%-32.7pp |
| Annual return | 9.21% | 25.09%-15.9pp | 25.76%-16.6pp | 318.63%-309.4pp |
| Employer contribution / active EE | $987 | $2,734-63.9% | $3,723-73.5% | $2,565-61.5% |
| Participant deferral / active EE | $3,999 | $3,468+15.3% | $4,654-14.1% | $3,952+1.2% |
| Admin fee / account holder | $31,879 | $5,470+482.8% | $6,755+371.9% | $6,261+409.2% |