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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 | $31,918 | $102,385-68.8% | $147,080-78.3% | $80,935-60.6% |
| Participation rate | 39.5% | 75.9%-36.4pp | 82.2%-42.7pp | 67.7%-28.2pp |
| Annual return | 11.31% | 135.09%-123.8pp | 420.17%-408.9pp | 35.66%-24.3pp |
| Employer contribution / active EE | $2,244 | $3,717-39.6% | $4,933-54.5% | $2,757-18.6% |
| Participant deferral / active EE | $4,896 | $6,651-26.4% | $8,066-39.3% | $4,299+13.9% |
| Admin fee / account holder | $4,208 | $7,951-47.1% | $12,989-67.6% | $6,924-39.2% |