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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 | $42,587 | $65,395-34.9% | $182,540-76.7% | $72,975-41.6% |
| Participation rate | 41.5% | 65.4%-23.9pp | 78.0%-36.5pp | 69.5%-28.0pp |
| Annual return | 1.64% | 27.68%-26.0pp | 148.58%-146.9pp | 81.01%-79.4pp |
| Employer contribution / active EE | $897 | $1,911-53.1% | $4,076-78.0% | $2,440-63.2% |
| Participant deferral / active EE | $2,018 | $3,563-43.4% | $5,525-63.5% | $3,608-44.1% |
| Admin fee / account holder | $34,335 | $4,245+708.9% | $8,593+299.6% | $5,124+570.1% |