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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 | $44,935 | $114,119-60.6% | $107,187-58.1% | $138,895-67.6% |
| Participation rate | 27.3% | 78.1%-50.8pp | 75.0%-47.7pp | 79.9%-52.6pp |
| Annual return | 7.94% | 273.21%-265.3pp | 204.55%-196.6pp | 145.39%-137.5pp |
| Employer contribution / active EE | $970 | $4,059-76.1% | $3,782-74.3% | $4,194-76.9% |
| Participant deferral / active EE | $3,278 | $5,538-40.8% | $5,096-35.7% | $6,396-48.7% |
| Admin fee / account holder | $16,205 | $10,024+61.7% | $9,162+76.9% | $12,562+29.0% |