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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 | $42,829 | $95,406-55.1% | $185,849-77.0% | $85,847-50.1% |
| Participation rate | 10.6% | 68.8%-58.1pp | 81.7%-71.1pp | 69.3%-58.7pp |
| Annual return | 6.03% | 23.59%-17.6pp | 122.10%-116.1pp | 318.61%-312.6pp |
| Employer contribution / active EE | $876 | $3,314-73.6% | $5,169-83.0% | $2,565-65.8% |
| Participant deferral / active EE | $1,546 | $3,424-54.9% | $5,569-72.2% | $3,952-60.9% |
| Admin fee / account holder | $19,406 | $7,214+169.0% | $16,244+19.5% | $6,261+210.0% |