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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 | $38,637 | $77,920-50.4% | $149,723-74.2% | $75,177-48.6% |
| Participation rate | 43.8% | 65.6%-21.8pp | 78.8%-35.0pp | 67.2%-23.5pp |
| Annual return | 9.97% | 31.72%-21.7pp | 134.50%-124.5pp | 160.75%-150.8pp |
| Employer contribution / active EE | $1,309 | $3,138-58.3% | $4,821-72.9% | $2,671-51.0% |
| Participant deferral / active EE | $3,397 | $3,411-0.4% | $5,682-40.2% | $4,126-17.7% |
| Admin fee / account holder | $12,513 | $5,951+110.3% | $13,215-5.3% | $5,651+121.4% |