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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 | $37,055 | $117,895-68.6% | $102,460-63.8% | $145,897-74.6% |
| Participation rate | 64.3% | 78.6%-14.3pp | 76.5%-12.2pp | 80.3%-16.0pp |
| Annual return | 6.98% | 31.92%-24.9pp | 29.47%-22.5pp | 552.29%-545.3pp |
| Employer contribution / active EE | $0 | $3,619-100.0% | $3,025-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,425 | $5,736-40.3% | $5,056-32.3% | $6,689-48.8% |
| Admin fee / account holder | $21,321 | $13,353+59.7% | $9,460+125.4% | $13,390+59.2% |