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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 | $36,321 | $96,731-62.5% | $123,973-70.7% | $86,983-58.2% |
| Participation rate | 54.8% | 70.0%-15.2pp | 76.7%-21.8pp | 69.5%-14.7pp |
| Annual return | 7.56% | 17.33%-9.8pp | 388.13%-380.6pp | 25.83%-18.3pp |
| Employer contribution / active EE | $3,383 | $3,297+2.6% | $4,126-18.0% | $2,584+30.9% |
| Participant deferral / active EE | $0 | $4,152-100.0% | $5,247-100.0% | $4,194-100.0% |
| Admin fee / account holder | $4,478 | $8,722-48.7% | $11,799-62.1% | $7,856-43.0% |