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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 | $37,092 | $102,422-63.8% | $147,117-74.8% | $80,959-54.2% |
| Participation rate | 41.2% | 75.9%-34.7pp | 82.2%-41.0pp | 67.7%-26.5pp |
| Annual return | 9.37% | 135.16%-125.8pp | 420.54%-411.2pp | 35.67%-26.3pp |
| Employer contribution / active EE | $1,316 | $3,717-64.6% | $4,932-73.3% | $2,757-52.3% |
| Participant deferral / active EE | $2,904 | $6,652-56.3% | $8,065-64.0% | $4,300-32.5% |
| Admin fee / account holder | $21,119 | $7,953+165.5% | $12,993+62.5% | $6,925+205.0% |