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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 | $38,361 | $111,785-65.7% | $93,669-59.0% | $145,877-73.7% |
| Participation rate | 40.0% | 74.2%-34.2pp | 68.7%-28.7pp | 80.3%-40.3pp |
| Annual return | 4.97% | 203.79%-198.8pp | 133.59%-128.6pp | 551.28%-546.3pp |
| Employer contribution / active EE | $792 | $3,096-74.4% | $2,424-67.3% | $4,663-83.0% |
| Participant deferral / active EE | $4,287 | $4,919-12.8% | $4,416-2.9% | $6,691-35.9% |
| Admin fee / account holder | $831 | $10,256-91.9% | $8,291-90.0% | $13,402-93.8% |