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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 | $40,950 | $84,236-51.4% | $170,439-76.0% | $70,124-41.6% |
| Participation rate | 21.6% | 70.8%-49.2pp | 83.6%-62.0pp | 69.5%-47.9pp |
| Annual return | 6.78% | 23.06%-16.3pp | 205.94%-199.2pp | 73.14%-66.4pp |
| Employer contribution / active EE | $579 | $3,387-82.9% | $5,433-89.3% | $2,342-75.3% |
| Participant deferral / active EE | $1,008 | $3,086-67.3% | $4,939-79.6% | $3,332-69.7% |
| Admin fee / account holder | $19,316 | $5,698+239.0% | $13,881+39.2% | $4,645+315.8% |