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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 | $40,435 | $47,479-14.8% | $62,929-35.7% | $82,448-51.0% |
| Participation rate | 47.2% | 66.9%-19.6pp | 73.1%-25.9pp | 68.1%-20.8pp |
| Annual return | 10.17% | 20.34%-10.2pp | 1063.93%-1053.8pp | 41.64%-31.5pp |
| Employer contribution / active EE | $354 | $1,885-81.2% | $2,505-85.9% | $2,551-86.1% |
| Participant deferral / active EE | $2,756 | $2,870-4.0% | $3,888-29.1% | $4,139-33.4% |
| Admin fee / account holder | $9,029 | $3,804+137.4% | $5,065+78.3% | $7,234+24.8% |