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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 | $36,082 | $102,422-64.8% | $147,117-75.5% | $80,959-55.4% |
| Participation rate | 60.8% | 75.9%-15.1pp | 82.2%-21.4pp | 67.7%-6.9pp |
| Annual return | 10.91% | 135.16%-124.2pp | 420.54%-409.6pp | 35.67%-24.8pp |
| Employer contribution / active EE | $994 | $3,717-73.3% | $4,932-79.8% | $2,757-63.9% |
| Participant deferral / active EE | $3,445 | $6,652-48.2% | $8,065-57.3% | $4,300-19.9% |
| Admin fee / account holder | $3,610 | $7,953-54.6% | $12,993-72.2% | $6,925-47.9% |