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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 | $39,095 | $85,171-54.1% | $172,752-77.4% | $72,975-46.4% |
| Participation rate | 51.8% | 70.1%-18.3pp | 82.6%-30.9pp | 69.5%-17.7pp |
| Annual return | 6.65% | 27.32%-20.7pp | 802.97%-796.3pp | 81.01%-74.4pp |
| Employer contribution / active EE | $1,271 | $3,324-61.8% | $5,144-75.3% | $2,440-47.9% |
| Participant deferral / active EE | $2,640 | $3,260-19.0% | $5,198-49.2% | $3,608-26.8% |
| Admin fee / account holder | $811 | $5,880-86.2% | $13,955-94.2% | $5,124-84.2% |