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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 | $35,905 | $48,432-25.9% | $121,204-70.4% | $71,511-49.8% |
| Participation rate | 30.9% | 54.3%-23.4pp | 69.5%-38.6pp | 67.9%-37.0pp |
| Annual return | 13.61% | 23.28%-9.7pp | 987.18%-973.6pp | 28.86%-15.2pp |
| Employer contribution / active EE | $402 | $1,493-73.1% | $4,170-90.4% | $2,589-84.5% |
| Participant deferral / active EE | $1,253 | $2,756-54.5% | $4,083-69.3% | $4,291-70.8% |
| Admin fee / account holder | $3,371 | $1,845+82.8% | $5,651-40.3% | $1,588+112.2% |