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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 | $40,053 | $91,179-56.1% | $178,499-77.6% | $79,852-49.8% |
| Participation rate | 58.0% | 69.2%-11.2pp | 81.9%-24.0pp | 69.6%-11.7pp |
| Annual return | 9.49% | 24.19%-14.7pp | 151.10%-141.6pp | 31.72%-22.2pp |
| Employer contribution / active EE | $843 | $3,256-74.1% | $5,011-83.2% | $2,471-65.9% |
| Participant deferral / active EE | $1,671 | $3,236-48.4% | $5,202-67.9% | $3,740-55.3% |
| Admin fee / account holder | $10,991 | $6,749+62.9% | $13,986-21.4% | $5,306+107.1% |