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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 | $42,126 | $65,961-36.1% | $180,320-76.6% | $94,015-55.2% |
| Participation rate | 45.1% | 61.3%-16.2pp | 71.5%-26.4pp | 70.8%-25.7pp |
| Annual return | 10.50% | 14.27%-3.8pp | 778.54%-768.0pp | 17.84%-7.3pp |
| Employer contribution / active EE | $922 | $1,737-46.9% | $4,108-77.5% | $2,790-66.9% |
| Participant deferral / active EE | $2,393 | $3,003-20.3% | $4,304-44.4% | $4,249-43.7% |
| Admin fee / account holder | $21,040 | $4,901+329.3% | $10,000+110.4% | $8,951+135.0% |