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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 | $38,479 | $105,856-63.6% | $90,161-57.3% | $147,586-73.9% |
| Participation rate | 57.1% | 79.7%-22.6pp | 76.9%-19.7pp | 82.8%-25.7pp |
| Annual return | 8.91% | 37.63%-28.7pp | 34.89%-26.0pp | 578.59%-569.7pp |
| Employer contribution / active EE | $953 | $4,126-76.9% | $3,318-71.3% | $4,876-80.5% |
| Participant deferral / active EE | $2,362 | $5,733-58.8% | $5,287-55.3% | $5,439-56.6% |
| Admin fee / account holder | $311 | $8,046-96.1% | $5,943-94.8% | $10,886-97.1% |