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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 | $36,872 | $102,393-64.0% | $147,041-74.9% | $80,911-54.4% |
| Participation rate | 48.9% | 75.9%-27.0pp | 82.2%-33.3pp | 67.6%-18.8pp |
| Annual return | 9.96% | 134.95%-125.0pp | 419.21%-409.3pp | 35.63%-25.7pp |
| Employer contribution / active EE | $1,270 | $3,715-65.8% | $4,935-74.3% | $2,756-53.9% |
| Participant deferral / active EE | $2,625 | $6,647-60.5% | $8,071-67.5% | $4,297-38.9% |
| Admin fee / account holder | $1,277 | $7,943-83.9% | $13,006-90.2% | $6,935-81.6% |