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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 | $39,446 | $44,984-12.3% | $85,009-53.6% | $74,546-47.1% |
| Participation rate | 58.5% | 49.4%+9.1pp | 67.5%-9.0pp | 67.2%-8.7pp |
| Annual return | 9.91% | 26.25%-16.3pp | 66.47%-56.6pp | 1366.03%-1356.1pp |
| Employer contribution / active EE | $513 | $1,458-64.8% | $2,728-81.2% | $2,624-80.5% |
| Participant deferral / active EE | $2,280 | $2,733-16.6% | $4,522-49.6% | $4,347-47.5% |
| Admin fee / account holder | $5,209 | $2,208+135.9% | $6,153-15.3% | $1,944+168.0% |