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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 | $37,142 | $118,488-68.7% | $98,462-62.3% | $139,487-73.4% |
| Participation rate | 50.0% | 77.5%-27.5pp | 75.2%-25.2pp | 80.3%-30.3pp |
| Annual return | 6.92% | 18.96%-12.0pp | 21.17%-14.3pp | 373.84%-366.9pp |
| Employer contribution / active EE | $958 | $3,611-73.5% | $3,049-68.6% | $4,755-79.8% |
| Participant deferral / active EE | $1,915 | $5,393-64.5% | $4,738-59.6% | $6,713-71.5% |
| Admin fee / account holder | $25,653 | $13,868+85.0% | $8,875+189.1% | $11,407+124.9% |