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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 | $117,829-68.6% | $102,423-63.8% | $145,877-74.6% |
| Participation rate | 64.3% | 78.6%-14.3pp | 76.5%-12.2pp | 80.3%-16.0pp |
| Annual return | 6.98% | 31.83%-24.9pp | 29.42%-22.4pp | 551.28%-544.3pp |
| Employer contribution / active EE | $0 | $3,615-100.0% | $3,023-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,425 | $5,732-40.3% | $5,054-32.2% | $6,691-48.8% |
| Admin fee / account holder | $21,321 | $13,335+59.9% | $9,455+125.5% | $13,402+59.1% |