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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 | $39,835 | $47,479-16.1% | $62,929-36.7% | $82,448-51.7% |
| Participation rate | 62.1% | 66.9%-4.8pp | 73.1%-11.0pp | 68.1%-6.0pp |
| Annual return | 9.38% | 20.34%-11.0pp | 1063.93%-1054.5pp | 41.64%-32.3pp |
| Employer contribution / active EE | $767 | $1,885-59.3% | $2,505-69.4% | $2,551-69.9% |
| Participant deferral / active EE | $2,518 | $2,870-12.3% | $3,888-35.2% | $4,139-39.2% |
| Admin fee / account holder | $10,342 | $3,804+171.9% | $5,065+104.2% | $7,234+43.0% |