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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 | $35,877 | $69,252-48.2% | $64,099-44.0% | $139,456-74.3% |
| Participation rate | 68.8% | 75.6%-6.9pp | 72.3%-3.6pp | 80.3%-11.6pp |
| Annual return | 7.61% | 45.89%-38.3pp | 33.70%-26.1pp | 373.45%-365.8pp |
| Employer contribution / active EE | $500 | $3,184-84.3% | $2,748-81.8% | $4,753-89.5% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $3,881-100.0% | $6,711-100.0% |
| Admin fee / account holder | $326 | $4,248-92.3% | $3,070-89.4% | $11,407-97.1% |