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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 | $38,961 | $70,366-44.6% | $66,674-41.6% | $138,895-71.9% |
| Participation rate | 36.8% | 76.2%-39.3pp | 73.7%-36.8pp | 79.9%-43.1pp |
| Annual return | 6.99% | 386.41%-379.4pp | 321.24%-314.3pp | 145.39%-138.4pp |
| Employer contribution / active EE | $1,430 | $2,765-48.3% | $2,620-45.4% | $4,194-65.9% |
| Participant deferral / active EE | $3,470 | $4,374-20.7% | $4,084-15.0% | $6,396-45.8% |
| Admin fee / account holder | $25,247 | $5,262+379.7% | $5,098+395.2% | $12,562+101.0% |