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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 | $39,825 | $118,877-66.5% | $96,570-58.8% | $167,536-76.2% |
| Participation rate | 53.8% | 75.5%-21.6pp | 69.8%-16.0pp | 82.1%-28.3pp |
| Annual return | 5.51% | 50.50%-45.0pp | 37.79%-32.3pp | 478.82%-473.3pp |
| Employer contribution / active EE | $719 | $3,121-77.0% | $2,357-69.5% | $4,839-85.1% |
| Participant deferral / active EE | $3,649 | $4,617-21.0% | $3,849-5.2% | $6,342-42.5% |
| Admin fee / account holder | $2,818 | $8,069-65.1% | $6,182-54.4% | $12,315-77.1% |