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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 | $39,691 | $103,008-61.5% | $90,304-56.0% | $152,897-74.0% |
| Participation rate | 37.5% | 75.9%-38.4pp | 73.3%-35.8pp | 82.5%-45.0pp |
| Annual return | 4.87% | 95.22%-90.4pp | 78.13%-73.3pp | 345.43%-340.6pp |
| Employer contribution / active EE | $864 | $3,139-72.5% | $2,855-69.7% | $4,764-81.9% |
| Participant deferral / active EE | $3,198 | $4,281-25.3% | $3,885-17.7% | $5,851-45.3% |
| Admin fee / account holder | $376 | $6,175-93.9% | $5,354-93.0% | $11,599-96.8% |