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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 | $36,117 | $65,440-44.8% | $98,506-63.3% | $85,851-57.9% |
| Participation rate | 62.2% | 65.0%-2.8pp | 73.3%-11.1pp | 69.3%-7.1pp |
| Annual return | 9.90% | 21.75%-11.9pp | 1494.92%-1485.0pp | 318.63%-308.7pp |
| Employer contribution / active EE | $998 | $2,169-54.0% | $2,961-66.3% | $2,565-61.1% |
| Participant deferral / active EE | $1,163 | $3,168-63.3% | $4,277-72.8% | $3,952-70.6% |
| Admin fee / account holder | $1,643 | $4,596-64.2% | $5,955-72.4% | $6,261-73.8% |