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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 | $32,362 | $98,766-67.2% | $149,730-78.4% | $79,852-59.5% |
| Participation rate | 37.9% | 75.8%-37.9pp | 82.5%-44.5pp | 69.6%-31.7pp |
| Annual return | 12.18% | 27.43%-15.2pp | 276.70%-264.5pp | 31.72%-19.5pp |
| Employer contribution / active EE | $1,370 | $3,217-57.4% | $4,645-70.5% | $2,471-44.5% |
| Participant deferral / active EE | $3,016 | $5,681-46.9% | $6,843-55.9% | $3,740-19.4% |
| Admin fee / account holder | $12,632 | $6,052+108.7% | $9,310+35.7% | $5,306+138.1% |