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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 | $47,023 | $47,479-1.0% | $62,929-25.3% | $82,448-43.0% |
| Participation rate | 42.9% | 66.9%-24.0pp | 73.1%-30.3pp | 68.1%-25.2pp |
| Annual return | 8.17% | 20.34%-12.2pp | 1063.93%-1055.8pp | 41.64%-33.5pp |
| Employer contribution / active EE | $1,166 | $1,885-38.2% | $2,505-53.5% | $2,551-54.3% |
| Participant deferral / active EE | $2,833 | $2,870-1.3% | $3,888-27.1% | $4,139-31.5% |
| Admin fee / account holder | $37,486 | $3,804+885.5% | $5,065+640.2% | $7,234+418.2% |