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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 | $42,667 | $91,179-53.2% | $178,499-76.1% | $79,852-46.6% |
| Participation rate | 38.9% | 69.2%-30.3pp | 81.9%-43.0pp | 69.6%-30.7pp |
| Annual return | 7.81% | 24.19%-16.4pp | 151.10%-143.3pp | 31.72%-23.9pp |
| Employer contribution / active EE | $659 | $3,256-79.8% | $5,011-86.8% | $2,471-73.3% |
| Participant deferral / active EE | $997 | $3,236-69.2% | $5,202-80.8% | $3,740-73.3% |
| Admin fee / account holder | $19,692 | $6,749+191.8% | $13,986+40.8% | $5,306+271.1% |