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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 | $38,666 | $84,236-54.1% | $170,435-77.3% | $70,126-44.9% |
| Participation rate | 42.6% | 70.8%-28.2pp | 83.6%-41.0pp | 69.5%-26.9pp |
| Annual return | 9.93% | 23.06%-13.1pp | 205.94%-196.0pp | 73.15%-63.2pp |
| Employer contribution / active EE | $514 | $3,387-84.8% | $5,432-90.5% | $2,343-78.0% |
| Participant deferral / active EE | $1,253 | $3,086-59.4% | $4,939-74.6% | $3,332-62.4% |
| Admin fee / account holder | $9,451 | $5,698+65.9% | $13,881-31.9% | $4,645+103.5% |