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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 | $53,063-30.7% | $124,206-70.4% | $82,637-55.5% |
| Participation rate | 37.5% | 58.4%-20.9pp | 69.6%-32.1pp | 68.1%-30.6pp |
| Annual return | 9.63% | 68.87%-59.2pp | 515.27%-505.6pp | 53.51%-43.9pp |
| Employer contribution / active EE | $698 | $1,530-54.4% | $3,540-80.3% | $2,552-72.6% |
| Participant deferral / active EE | $2,679 | $2,644+1.3% | $3,968-32.5% | $4,126-35.1% |
| Admin fee / account holder | $41,287 | $4,281+864.5% | $5,929+596.4% | $7,339+462.6% |