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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 | $40,026 | $78,705-49.1% | $117,857-66.0% | $70,131-42.9% |
| Participation rate | 65.8% | 73.2%-7.4pp | 79.7%-13.9pp | 69.5%-3.8pp |
| Annual return | 10.43% | 23.30%-12.9pp | 335.09%-324.7pp | 73.14%-62.7pp |
| Employer contribution / active EE | $1,350 | $2,223-39.3% | $3,786-64.3% | $2,342-42.4% |
| Participant deferral / active EE | $2,979 | $3,297-9.6% | $4,482-33.5% | $3,332-10.6% |
| Admin fee / account holder | $14,365 | $5,065+183.6% | $8,020+79.1% | $4,645+209.2% |