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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 | $37,831 | $85,024-55.5% | $70,544-46.4% | $139,466-72.9% |
| Participation rate | 40.0% | 73.9%-33.9pp | 68.4%-28.4pp | 80.3%-40.3pp |
| Annual return | 4.83% | 30.39%-25.6pp | 32.79%-28.0pp | 373.66%-368.8pp |
| Employer contribution / active EE | $1,244 | $3,912-68.2% | $2,976-58.2% | $4,754-73.8% |
| Participant deferral / active EE | $1,931 | $5,891-67.2% | $4,568-57.7% | $6,712-71.2% |
| Admin fee / account holder | $22,718 | $8,928+154.5% | $6,427+253.5% | $11,409+99.1% |