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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 | $47,832 | $97,125-50.8% | $86,233-44.5% | $137,256-65.2% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.0%-35.7pp | 80.0%-46.6pp |
| Annual return | 10.43% | 74.19%-63.8pp | 61.39%-51.0pp | 220.34%-209.9pp |
| Employer contribution / active EE | $726 | $2,841-74.5% | $2,504-71.0% | $4,156-82.5% |
| Participant deferral / active EE | $1,025 | $5,180-80.2% | $4,559-77.5% | $6,407-84.0% |
| Admin fee / account holder | $10,950 | $9,725+12.6% | $8,342+31.3% | $12,270-10.8% |