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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 | $40,352 | $49,976-19.3% | $66,674-39.5% | $82,637-51.2% |
| Participation rate | 46.0% | 63.1%-17.1pp | 73.7%-27.7pp | 68.1%-22.1pp |
| Annual return | 8.51% | 39.09%-30.6pp | 321.24%-312.7pp | 53.51%-45.0pp |
| Employer contribution / active EE | $726 | $1,988-63.5% | $2,620-72.3% | $2,552-71.6% |
| Participant deferral / active EE | $1,099 | $2,847-61.4% | $4,084-73.1% | $4,126-73.4% |
| Admin fee / account holder | $11,723 | $4,594+155.2% | $5,098+129.9% | $7,339+59.7% |