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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 | $39,208 | $102,385-61.7% | $147,080-73.3% | $80,935-51.6% |
| Participation rate | 62.0% | 75.9%-13.9pp | 82.2%-20.2pp | 67.7%-5.7pp |
| Annual return | 11.63% | 135.09%-123.5pp | 420.17%-408.5pp | 35.66%-24.0pp |
| Employer contribution / active EE | $2,507 | $3,717-32.6% | $4,933-49.2% | $2,757-9.1% |
| Participant deferral / active EE | $3,731 | $6,651-43.9% | $8,066-53.8% | $4,299-13.2% |
| Admin fee / account holder | $398 | $7,951-95.0% | $12,989-96.9% | $6,924-94.2% |