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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 | $41,808 | $56,134-25.5% | $96,192-56.5% | $85,851-51.3% |
| Participation rate | 34.1% | 56.7%-22.6pp | 68.4%-34.3pp | 69.3%-35.2pp |
| Annual return | 10.97% | 42.30%-31.3pp | 192.09%-181.1pp | 318.63%-307.7pp |
| Employer contribution / active EE | $872 | $1,620-46.2% | $2,799-68.9% | $2,565-66.0% |
| Participant deferral / active EE | $1,397 | $2,858-51.1% | $4,351-67.9% | $3,952-64.6% |
| Admin fee / account holder | $11,595 | $3,769+207.6% | $5,539+109.3% | $6,261+85.2% |