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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 | $48,337-23.3% | $67,560-45.1% | $80,959-54.2% |
| Participation rate | 14.1% | 66.4%-52.3pp | 72.9%-58.8pp | 67.7%-53.6pp |
| Annual return | 10.32% | 18.26%-7.9pp | 3533.50%-3523.2pp | 35.67%-25.3pp |
| Employer contribution / active EE | $1,181 | $2,023-41.6% | $2,737-56.9% | $2,757-57.2% |
| Participant deferral / active EE | $1,092 | $2,928-62.7% | $4,004-72.7% | $4,300-74.6% |
| Admin fee / account holder | $10,552 | $3,695+185.5% | $3,994+164.2% | $6,925+52.4% |