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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 | $42,985 | $51,638-16.8% | $129,406-66.8% | $80,959-46.9% |
| Participation rate | 47.7% | 56.9%-9.2pp | 69.6%-21.9pp | 67.7%-19.9pp |
| Annual return | 7.49% | 20.78%-13.3pp | 9468.18%-9460.7pp | 35.67%-28.2pp |
| Employer contribution / active EE | $518 | $1,584-67.3% | $4,155-87.5% | $2,757-81.2% |
| Participant deferral / active EE | $1,678 | $2,670-37.2% | $4,167-59.7% | $4,300-61.0% |
| Admin fee / account holder | $10,467 | $4,313+142.7% | $7,689+36.1% | $6,925+51.1% |