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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 | $37,965 | $65,364-41.9% | $92,909-59.1% | $72,975-48.0% |
| Participation rate | 23.6% | 68.3%-44.7pp | 76.0%-52.4pp | 69.5%-45.9pp |
| Annual return | 15.41% | 42.11%-26.7pp | 109.44%-94.0pp | 81.01%-65.6pp |
| Employer contribution / active EE | $791 | $2,594-69.5% | $3,653-78.3% | $2,440-67.6% |
| Participant deferral / active EE | $1,707 | $3,128-45.4% | $4,238-59.7% | $3,608-52.7% |
| Admin fee / account holder | $10,803 | $4,251+154.1% | $5,795+86.4% | $5,124+110.8% |