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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 | $40,667 | $51,638-21.2% | $129,406-68.6% | $80,959-49.8% |
| Participation rate | 43.2% | 56.9%-13.7pp | 69.6%-26.5pp | 67.7%-24.5pp |
| Annual return | 7.71% | 20.78%-13.1pp | 9468.18%-9460.5pp | 35.67%-28.0pp |
| Employer contribution / active EE | $1,301 | $1,584-17.9% | $4,155-68.7% | $2,757-52.8% |
| Participant deferral / active EE | $3,277 | $2,670+22.7% | $4,167-21.4% | $4,300-23.8% |
| Admin fee / account holder | $14,954 | $4,313+246.7% | $7,689+94.5% | $6,925+115.9% |