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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 | $35,750 | $55,902-36.0% | $76,030-53.0% | $80,959-55.8% |
| Participation rate | 39.0% | 62.1%-23.1pp | 69.1%-30.1pp | 67.7%-28.7pp |
| Annual return | 7.37% | 20.59%-13.2pp | 361.54%-354.2pp | 35.67%-28.3pp |
| Employer contribution / active EE | $997 | $1,867-46.6% | $2,688-62.9% | $2,757-63.8% |
| Participant deferral / active EE | $3,146 | $3,051+3.1% | $4,257-26.1% | $4,300-26.8% |
| Admin fee / account holder | $19,800 | $5,239+277.9% | $6,421+208.4% | $6,925+185.9% |