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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 | $42,634 | $51,606-17.4% | $129,339-67.0% | $80,911-47.3% |
| Participation rate | 38.9% | 57.0%-18.1pp | 69.6%-30.7pp | 67.6%-28.8pp |
| Annual return | 9.15% | 20.76%-11.6pp | 9437.05%-9427.9pp | 35.63%-26.5pp |
| Employer contribution / active EE | $1,128 | $1,582-28.7% | $4,154-72.9% | $2,756-59.1% |
| Participant deferral / active EE | $3,089 | $2,669+15.8% | $4,170-25.9% | $4,297-28.1% |
| Admin fee / account holder | $77,011 | $4,310+1686.8% | $7,668+904.4% | $6,935+1010.5% |