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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 | $37,556 | $85,171-55.9% | $172,753-78.3% | $72,976-48.5% |
| Participation rate | 53.3% | 70.1%-16.7pp | 82.6%-29.3pp | 69.5%-16.2pp |
| Annual return | 15.88% | 27.32%-11.4pp | 803.00%-787.1pp | 81.02%-65.1pp |
| Employer contribution / active EE | $1,555 | $3,324-53.2% | $5,144-69.8% | $2,440-36.3% |
| Participant deferral / active EE | $2,765 | $3,260-15.2% | $5,198-46.8% | $3,608-23.3% |
| Admin fee / account holder | $2,438 | $5,880-58.5% | $13,956-82.5% | $5,124-52.4% |