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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 | $41,815 | $78,607-46.8% | $105,624-60.4% | $74,478-43.9% |
| Participation rate | 54.7% | 72.8%-18.1pp | 75.3%-20.6pp | 67.2%-12.5pp |
| Annual return | 8.30% | 15.96%-7.7pp | 116.20%-107.9pp | 1370.56%-1362.3pp |
| Employer contribution / active EE | $1,128 | $2,523-55.3% | $3,168-64.4% | $2,626-57.1% |
| Participant deferral / active EE | $2,475 | $4,325-42.8% | $5,013-50.6% | $4,350-43.1% |
| Admin fee / account holder | $16,906 | $2,220+661.6% | $10,961+54.2% | $1,946+768.8% |