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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 | $51,606-21.2% | $129,339-68.6% | $80,911-49.7% |
| Participation rate | 43.2% | 57.0%-13.8pp | 69.6%-26.5pp | 67.6%-24.5pp |
| Annual return | 7.71% | 20.76%-13.1pp | 9437.05%-9429.3pp | 35.63%-27.9pp |
| Employer contribution / active EE | $1,301 | $1,582-17.8% | $4,154-68.7% | $2,756-52.8% |
| Participant deferral / active EE | $3,277 | $2,669+22.8% | $4,170-21.4% | $4,297-23.8% |
| Admin fee / account holder | $14,954 | $4,310+247.0% | $7,668+95.0% | $6,935+115.6% |