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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 | $40,843 | $51,638-20.9% | $68,368-40.3% | $82,448-50.5% |
| Participation rate | 52.8% | 63.6%-10.8pp | 73.8%-21.0pp | 68.1%-15.3pp |
| Annual return | 9.47% | 37.53%-28.1pp | 292.57%-283.1pp | 41.64%-32.2pp |
| Employer contribution / active EE | $538 | $2,047-73.7% | $2,649-79.7% | $2,551-78.9% |
| Participant deferral / active EE | $1,457 | $2,914-50.0% | $4,123-64.7% | $4,139-64.8% |
| Admin fee / account holder | $21,154 | $4,643+355.6% | $5,150+310.8% | $7,234+192.4% |