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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 | $39,629 | $43,423-8.7% | $78,676-49.6% | $55,167-28.2% |
| Participation rate | 37.9% | 68.0%-30.2pp | 73.6%-35.7pp | 69.0%-31.1pp |
| Annual return | 4.30% | 11.53%-7.2pp | 62.19%-57.9pp | 169.23%-164.9pp |
| Employer contribution / active EE | $875 | $1,997-56.2% | $2,850-69.3% | $1,963-55.4% |
| Participant deferral / active EE | $1,539 | $2,509-38.7% | $3,517-56.2% | $3,054-49.6% |
| Admin fee / account holder | $26,262 | $416+6210.6% | $4,510+482.3% | $504+5111.7% |