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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 | $32,523 | $51,638-37.0% | $68,368-52.4% | $82,448-60.6% |
| Participation rate | 30.4% | 63.6%-33.3pp | 73.8%-43.4pp | 68.1%-37.7pp |
| Annual return | 13.31% | 37.53%-24.2pp | 292.57%-279.3pp | 41.64%-28.3pp |
| Employer contribution / active EE | $2,854 | $2,047+39.5% | $2,649+7.7% | $2,551+11.9% |
| Participant deferral / active EE | $3,895 | $2,914+33.7% | $4,123-5.5% | $4,139-5.9% |
| Admin fee / account holder | $15,310 | $4,643+229.7% | $5,150+197.3% | $7,234+111.6% |