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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 | $38,861 | $52,353-25.8% | $120,225-67.7% | $82,448-52.9% |
| Participation rate | 44.0% | 58.3%-14.3pp | 69.6%-25.6pp | 68.1%-24.1pp |
| Annual return | 13.01% | 61.85%-48.8pp | 439.23%-426.2pp | 41.64%-28.6pp |
| Employer contribution / active EE | $627 | $1,510-58.5% | $3,475-82.0% | $2,551-75.4% |
| Participant deferral / active EE | $828 | $2,627-68.5% | $3,999-79.3% | $4,139-80.0% |
| Admin fee / account holder | $8,546 | $4,363+95.9% | $5,696+50.0% | $7,234+18.1% |