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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 | $36,777 | $52,353-29.8% | $120,225-69.4% | $82,448-55.4% |
| Participation rate | 37.5% | 58.3%-20.8pp | 69.6%-32.1pp | 68.1%-30.6pp |
| Annual return | 9.63% | 61.85%-52.2pp | 439.23%-429.6pp | 41.64%-32.0pp |
| Employer contribution / active EE | $698 | $1,510-53.8% | $3,475-79.9% | $2,551-72.6% |
| Participant deferral / active EE | $2,679 | $2,627+2.0% | $3,999-33.0% | $4,139-35.3% |
| Admin fee / account holder | $41,287 | $4,363+846.4% | $5,696+624.8% | $7,234+470.7% |