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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 | $32,207 | $127,273-74.7% | $109,895-70.7% | $167,518-80.8% |
| Participation rate | 40.0% | 77.9%-37.9pp | 74.2%-34.2pp | 82.1%-42.1pp |
| Annual return | 5.43% | 22.97%-17.5pp | 29.46%-24.0pp | 478.71%-473.3pp |
| Employer contribution / active EE | $362 | $3,324-89.1% | $2,843-87.3% | $4,838-92.5% |
| Participant deferral / active EE | $3,838 | $4,515-15.0% | $4,049-5.2% | $6,342-39.5% |
| Admin fee / account holder | $15,478 | $7,117+117.5% | $6,067+155.1% | $12,312+25.7% |