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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 | $37,836 | $157,276-75.9% | $141,177-73.2% | $152,885-75.3% |
| Participation rate | 55.6% | 84.8%-29.3pp | 82.5%-26.9pp | 82.5%-26.9pp |
| Annual return | 5.37% | 64.33%-59.0pp | 71.40%-66.0pp | 345.39%-340.0pp |
| Employer contribution / active EE | $4,820 | $5,262-8.4% | $4,736+1.8% | $4,763+1.2% |
| Participant deferral / active EE | $11,900 | $7,110+67.4% | $6,710+77.4% | $5,851+103.4% |
| Admin fee / account holder | $811 | $12,123-93.3% | $10,263-92.1% | $11,598-93.0% |