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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 | $38,895 | $51,642-24.7% | $129,384-69.9% | $80,935-51.9% |
| Participation rate | 51.9% | 56.9%-5.1pp | 69.6%-17.8pp | 67.7%-15.8pp |
| Annual return | 10.68% | 20.78%-10.1pp | 9461.77%-9451.1pp | 35.66%-25.0pp |
| Employer contribution / active EE | $409 | $1,583-74.2% | $4,153-90.2% | $2,757-85.2% |
| Participant deferral / active EE | $2,315 | $2,670-13.3% | $4,166-44.4% | $4,299-46.2% |
| Admin fee / account holder | $958 | $4,312-77.8% | $7,686-87.5% | $6,924-86.2% |