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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 | $39,824 | $93,345-57.3% | $119,126-66.6% | $87,485-54.5% |
| Participation rate | 41.7% | 68.7%-27.1pp | 75.8%-34.1pp | 68.9%-27.3pp |
| Annual return | 10.09% | 19.08%-9.0pp | 282.11%-272.0pp | 26.06%-16.0pp |
| Employer contribution / active EE | $832 | $3,172-73.8% | $4,034-79.4% | $2,596-68.0% |
| Participant deferral / active EE | $2,238 | $4,099-45.4% | $5,318-57.9% | $4,274-47.6% |
| Admin fee / account holder | $1,662 | $8,039-79.3% | $10,693-84.5% | $7,775-78.6% |