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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 | $36,083 | $51,631-30.1% | $129,397-72.1% | $80,925-55.4% |
| Participation rate | 43.2% | 56.9%-13.8pp | 69.6%-26.4pp | 67.7%-24.5pp |
| Annual return | 10.48% | 20.77%-10.3pp | 9453.98%-9443.5pp | 35.65%-25.2pp |
| Employer contribution / active EE | $490 | $1,583-69.1% | $4,154-88.2% | $2,756-82.2% |
| Participant deferral / active EE | $1,301 | $2,670-51.3% | $4,167-68.8% | $4,299-69.7% |
| Admin fee / account holder | $4,567 | $4,309+6.0% | $7,679-40.5% | $6,940-34.2% |