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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 | $30,709 | $51,638-40.5% | $129,406-76.3% | $80,959-62.1% |
| Participation rate | 44.0% | 56.9%-12.9pp | 69.6%-25.6pp | 67.7%-23.7pp |
| Annual return | 10.80% | 20.78%-10.0pp | 9468.18%-9457.4pp | 35.67%-24.9pp |
| Employer contribution / active EE | $471 | $1,584-70.3% | $4,155-88.7% | $2,757-82.9% |
| Participant deferral / active EE | $1,850 | $2,670-30.7% | $4,167-55.6% | $4,300-57.0% |
| Admin fee / account holder | $17,355 | $4,313+302.4% | $7,689+125.7% | $6,925+150.6% |