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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 | $37,570 | $23,330+61.0% | $64,489-41.7% | $82,448-54.4% |
| Participation rate | 50.0% | 68.3%-18.3pp | 67.7%-17.7pp | 68.1%-18.1pp |
| Annual return | 2.77% | 83.66%-80.9pp | 55.03%-52.3pp | 41.64%-38.9pp |
| Employer contribution / active EE | $1,185 | $824+43.8% | $1,523-22.2% | $2,551-53.5% |
| Participant deferral / active EE | $1,828 | $1,707+7.1% | $2,778-34.2% | $4,139-55.8% |
| Admin fee / account holder | $4,266 | $2,946+44.8% | $4,260+0.1% | $7,234-41.0% |