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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 | $37,963 | $102,385-62.9% | $147,080-74.2% | $80,935-53.1% |
| Participation rate | 41.2% | 75.9%-34.7pp | 82.2%-41.0pp | 67.7%-26.5pp |
| Annual return | 9.34% | 135.09%-125.8pp | 420.17%-410.8pp | 35.66%-26.3pp |
| Employer contribution / active EE | $981 | $3,717-73.6% | $4,933-80.1% | $2,757-64.4% |
| Participant deferral / active EE | $3,363 | $6,651-49.4% | $8,066-58.3% | $4,299-21.8% |
| Admin fee / account holder | $2,235 | $7,951-71.9% | $12,989-82.8% | $6,924-67.7% |