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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 | $39,627 | $47,479-16.5% | $62,929-37.0% | $82,448-51.9% |
| Participation rate | 43.6% | 66.9%-23.2pp | 73.1%-29.5pp | 68.1%-24.4pp |
| Annual return | 10.86% | 20.34%-9.5pp | 1063.93%-1053.1pp | 41.64%-30.8pp |
| Employer contribution / active EE | $588 | $1,885-68.8% | $2,505-76.5% | $2,551-77.0% |
| Participant deferral / active EE | $1,452 | $2,870-49.4% | $3,888-62.7% | $4,139-64.9% |
| Admin fee / account holder | $4,904 | $3,804+28.9% | $5,065-3.2% | $7,234-32.2% |