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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 | $43,584 | $118,496-63.2% | $98,461-55.7% | $139,466-68.7% |
| Participation rate | 57.9% | 77.5%-19.6pp | 75.2%-17.3pp | 80.3%-22.4pp |
| Annual return | 8.01% | 18.96%-11.0pp | 21.17%-13.2pp | 373.66%-365.7pp |
| Employer contribution / active EE | $805 | $3,611-77.7% | $3,049-73.6% | $4,754-83.1% |
| Participant deferral / active EE | $1,965 | $5,393-63.6% | $4,738-58.5% | $6,712-70.7% |
| Admin fee / account holder | $38,572 | $14,056+174.4% | $8,961+330.4% | $11,409+238.1% |