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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 | $42,067 | $44,984-6.5% | $85,009-50.5% | $74,546-43.6% |
| Participation rate | 20.3% | 49.4%-29.1pp | 67.5%-47.2pp | 67.2%-46.9pp |
| Annual return | 8.87% | 26.25%-17.4pp | 66.47%-57.6pp | 1366.03%-1357.2pp |
| Employer contribution / active EE | $696 | $1,458-52.3% | $2,728-74.5% | $2,624-73.5% |
| Participant deferral / active EE | $1,738 | $2,733-36.4% | $4,522-61.6% | $4,347-60.0% |
| Admin fee / account holder | $4,838 | $2,208+119.1% | $6,153-21.4% | $1,944+148.9% |