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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 | $40,476 | $78,690-48.6% | $161,489-74.9% | $87,485-53.7% |
| Participation rate | 12.1% | 67.5%-55.3pp | 78.7%-66.6pp | 68.9%-56.8pp |
| Annual return | 7.08% | 32.74%-25.7pp | 89.72%-82.6pp | 26.06%-19.0pp |
| Employer contribution / active EE | $702 | $2,588-72.9% | $4,268-83.5% | $2,596-72.9% |
| Participant deferral / active EE | $1,527 | $3,311-53.9% | $5,630-72.9% | $4,274-64.3% |
| Admin fee / account holder | $10,160 | $6,724+51.1% | $16,006-36.5% | $7,775+30.7% |