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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 | $45,119-6.8% | $85,126-50.6% | $74,429-43.5% |
| Participation rate | 20.3% | 49.4%-29.0pp | 67.5%-47.2pp | 67.2%-46.9pp |
| Annual return | 8.87% | 26.28%-17.4pp | 66.63%-57.8pp | 1368.38%-1359.5pp |
| Employer contribution / active EE | $696 | $1,460-52.4% | $2,731-74.5% | $2,625-73.5% |
| Participant deferral / active EE | $1,738 | $2,738-36.5% | $4,523-61.6% | $4,348-60.0% |
| Admin fee / account holder | $4,838 | $2,214+118.5% | $6,160-21.5% | $1,944+148.9% |