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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 | $78,562-46.8% | $105,608-60.4% | $74,429-43.8% |
| Participation rate | 54.7% | 72.8%-18.1pp | 75.3%-20.6pp | 67.2%-12.5pp |
| Annual return | 8.30% | 15.94%-7.6pp | 116.50%-108.2pp | 1368.38%-1360.1pp |
| Employer contribution / active EE | $1,128 | $2,521-55.3% | $3,167-64.4% | $2,625-57.0% |
| Participant deferral / active EE | $2,475 | $4,321-42.7% | $5,010-50.6% | $4,348-43.1% |
| Admin fee / account holder | $16,906 | $2,217+662.6% | $11,028+53.3% | $1,944+769.5% |