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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 | $31,217 | $47,479-34.3% | $62,929-50.4% | $82,448-62.1% |
| Participation rate | 38.1% | 66.9%-28.8pp | 73.1%-35.0pp | 68.1%-30.0pp |
| Annual return | 10.82% | 20.34%-9.5pp | 1063.93%-1053.1pp | 41.64%-30.8pp |
| Employer contribution / active EE | $626 | $1,885-66.8% | $2,505-75.0% | $2,551-75.4% |
| Participant deferral / active EE | $1,152 | $2,870-59.9% | $3,888-70.4% | $4,139-72.2% |
| Admin fee / account holder | $11,619 | $3,804+205.5% | $5,065+129.4% | $7,234+60.6% |