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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 | $37,933 | $82,133-53.8% | $147,318-74.3% | $64,097-40.8% |
| Participation rate | 44.2% | 62.3%-18.1pp | 82.1%-37.9pp | 55.2%-11.0pp |
| Annual return | 12.42% | 78.78%-66.4pp | 70.43%-58.0pp | 34.64%-22.2pp |
| Employer contribution / active EE | $883 | $2,872-69.2% | $4,593-80.8% | $1,891-53.3% |
| Participant deferral / active EE | $2,991 | $5,407-44.7% | $7,906-62.2% | $3,080-2.9% |
| Admin fee / account holder | $15,723 | $3,730+321.5% | $13,708+14.7% | $3,454+355.1% |