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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 | $36,969 | $100,147-63.1% | $81,286-54.5% | $145,877-74.7% |
| Participation rate | 37.5% | 74.2%-36.7pp | 69.5%-32.0pp | 80.3%-42.8pp |
| Annual return | 5.99% | 34.44%-28.4pp | 24.80%-18.8pp | 551.28%-545.3pp |
| Employer contribution / active EE | $639 | $2,977-78.6% | $2,463-74.1% | $4,663-86.3% |
| Participant deferral / active EE | $1,293 | $4,607-71.9% | $3,883-66.7% | $6,691-80.7% |
| Admin fee / account holder | $39,663 | $8,201+383.6% | $5,764+588.1% | $13,402+195.9% |