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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 | $38,277 | $91,037-58.0% | $71,671-46.6% | $147,586-74.1% |
| Participation rate | 63.2% | 76.1%-13.0pp | 68.7%-5.6pp | 82.8%-19.7pp |
| Annual return | 7.92% | 20.48%-12.6pp | 20.65%-12.7pp | 578.59%-570.7pp |
| Employer contribution / active EE | $737 | $3,327-77.8% | $2,460-70.0% | $4,876-84.9% |
| Participant deferral / active EE | $2,323 | $4,498-48.4% | $3,438-32.4% | $5,439-57.3% |
| Admin fee / account holder | $3,161 | $8,613-63.3% | $5,558-43.1% | $10,886-71.0% |