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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 | $42,837 | $51,642-17.1% | $129,384-66.9% | $80,935-47.1% |
| Participation rate | 41.4% | 56.9%-15.5pp | 69.6%-28.3pp | 67.7%-26.3pp |
| Annual return | 8.61% | 20.78%-12.2pp | 9461.77%-9453.2pp | 35.66%-27.0pp |
| Employer contribution / active EE | $514 | $1,583-67.5% | $4,153-87.6% | $2,757-81.4% |
| Participant deferral / active EE | $2,628 | $2,670-1.6% | $4,166-36.9% | $4,299-38.9% |
| Admin fee / account holder | $9,433 | $4,312+118.8% | $7,686+22.7% | $6,924+36.2% |