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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 | $38,062 | $78,428-51.5% | $95,960-60.3% | $79,852-52.3% |
| Participation rate | 63.4% | 73.5%-10.1pp | 77.1%-13.7pp | 69.6%-6.2pp |
| Annual return | 8.35% | 19.37%-11.0pp | 91.63%-83.3pp | 31.72%-23.4pp |
| Employer contribution / active EE | $755 | $1,945-61.2% | $2,541-70.3% | $2,471-69.5% |
| Participant deferral / active EE | $2,020 | $3,440-41.3% | $4,167-51.5% | $3,740-46.0% |
| Admin fee / account holder | $10,885 | $5,622+93.6% | $6,797+60.1% | $5,306+105.1% |