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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 | $39,731 | $55,889-28.9% | $76,119-47.8% | $80,935-50.9% |
| Participation rate | 39.5% | 62.1%-22.6pp | 69.1%-29.6pp | 67.7%-28.2pp |
| Annual return | 10.15% | 20.58%-10.4pp | 361.25%-351.1pp | 35.66%-25.5pp |
| Employer contribution / active EE | $985 | $1,866-47.2% | $2,693-63.4% | $2,757-64.3% |
| Participant deferral / active EE | $1,346 | $3,051-55.9% | $4,259-68.4% | $4,299-68.7% |
| Admin fee / account holder | $11,483 | $5,241+119.1% | $6,421+78.8% | $6,924+65.8% |