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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 | $47,783 | $55,122-13.3% | $104,639-54.3% | $73,497-35.0% |
| Participation rate | 41.2% | 67.7%-26.6pp | 74.1%-32.9pp | 70.7%-29.5pp |
| Annual return | 11.82% | 24.77%-12.9pp | 340.67%-328.8pp | 28.51%-16.7pp |
| Employer contribution / active EE | $576 | $1,464-60.7% | $2,682-78.5% | $2,270-74.6% |
| Participant deferral / active EE | $1,782 | $2,919-38.9% | $3,738-52.3% | $3,740-52.3% |
| Admin fee / account holder | $8,755 | $423+1970.7% | $6,465+35.4% | $513+1606.4% |