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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 | $39,177 | $95,406-58.9% | $185,849-78.9% | $85,847-54.4% |
| Participation rate | 42.6% | 68.8%-26.2pp | 81.7%-39.2pp | 69.3%-26.8pp |
| Annual return | 11.48% | 23.59%-12.1pp | 122.10%-110.6pp | 318.61%-307.1pp |
| Employer contribution / active EE | $438 | $3,314-86.8% | $5,169-91.5% | $2,565-82.9% |
| Participant deferral / active EE | $1,087 | $3,424-68.2% | $5,569-80.5% | $3,952-72.5% |
| Admin fee / account holder | $912 | $7,214-87.4% | $16,244-94.4% | $6,261-85.4% |