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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 | $37,233 | $56,116-33.6% | $135,768-72.6% | $86,983-57.2% |
| Participation rate | 54.6% | 60.1%-5.5pp | 71.1%-16.4pp | 69.5%-14.9pp |
| Annual return | 2.45% | 125.33%-122.9pp | 526.10%-523.7pp | 25.83%-23.4pp |
| Employer contribution / active EE | $371 | $1,528-75.7% | $3,394-89.1% | $2,584-85.7% |
| Participant deferral / active EE | $2,635 | $2,690-2.0% | $3,977-33.7% | $4,194-37.2% |
| Admin fee / account holder | $14,439 | $4,314+234.7% | $7,048+104.9% | $7,856+83.8% |