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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 | $37,080 | $48,314-23.3% | $67,561-45.1% | $80,925-54.2% |
| Participation rate | 14.1% | 66.4%-52.3pp | 72.9%-58.8pp | 67.7%-53.6pp |
| Annual return | 10.32% | 18.28%-8.0pp | 3525.44%-3515.1pp | 35.65%-25.3pp |
| Employer contribution / active EE | $1,181 | $2,022-41.6% | $2,735-56.8% | $2,756-57.2% |
| Participant deferral / active EE | $1,092 | $2,927-62.7% | $4,003-72.7% | $4,299-74.6% |
| Admin fee / account holder | $10,552 | $3,690+186.0% | $4,006+163.4% | $6,940+52.0% |