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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 | $51,606-16.7% | $129,339-66.8% | $80,911-46.9% |
| Participation rate | 47.7% | 57.0%-9.2pp | 69.6%-21.9pp | 67.6%-19.9pp |
| Annual return | 7.49% | 20.76%-13.3pp | 9437.05%-9429.6pp | 35.63%-28.1pp |
| Employer contribution / active EE | $518 | $1,582-67.3% | $4,154-87.5% | $2,756-81.2% |
| Participant deferral / active EE | $1,678 | $2,669-37.1% | $4,170-59.8% | $4,297-61.0% |
| Admin fee / account holder | $10,467 | $4,310+142.9% | $7,668+36.5% | $6,935+50.9% |