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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 | $42,177 | $69,248-39.1% | $64,101-34.2% | $139,466-69.8% |
| Participation rate | 69.2% | 75.6%-6.4pp | 72.3%-3.1pp | 80.3%-11.1pp |
| Annual return | 9.65% | 45.95%-36.3pp | 33.72%-24.1pp | 373.66%-364.0pp |
| Employer contribution / active EE | $812 | $3,185-74.5% | $2,749-70.4% | $4,754-82.9% |
| Participant deferral / active EE | $1,388 | $4,682-70.4% | $3,881-64.2% | $6,712-79.3% |
| Admin fee / account holder | $21,610 | $4,247+408.8% | $3,070+603.8% | $11,409+89.4% |