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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 | $36,699 | $80,748-54.6% | $102,383-64.2% | $74,429-50.7% |
| Participation rate | 26.1% | 65.7%-39.6pp | 74.5%-48.4pp | 67.2%-41.1pp |
| Annual return | 11.09% | 27.57%-16.5pp | 24.94%-13.8pp | 1368.38%-1357.3pp |
| Employer contribution / active EE | $1,139 | $3,159-64.0% | $3,870-70.6% | $2,625-56.6% |
| Participant deferral / active EE | $2,034 | $3,861-47.3% | $5,060-59.8% | $4,348-53.2% |
| Admin fee / account holder | $13,635 | $2,371+475.1% | $8,391+62.5% | $1,944+601.3% |