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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 | $38,265 | $86,298-55.7% | $111,308-65.6% | $85,847-55.4% |
| Participation rate | 56.8% | 73.3%-16.6pp | 77.3%-20.6pp | 69.3%-12.6pp |
| Annual return | 8.81% | 19.99%-11.2pp | 54.67%-45.9pp | 318.61%-309.8pp |
| Employer contribution / active EE | $676 | $2,044-66.9% | $2,732-75.3% | $2,565-73.7% |
| Participant deferral / active EE | $2,053 | $3,641-43.6% | $4,487-54.2% | $3,952-48.0% |
| Admin fee / account holder | $9,259 | $8,189+13.1% | $7,965+16.2% | $6,261+47.9% |