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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 | $41,622 | $59,006-29.5% | $97,295-57.2% | $74,478-44.1% |
| Participation rate | 49.1% | 63.7%-14.6pp | 72.7%-23.6pp | 67.2%-18.1pp |
| Annual return | 8.95% | 16.04%-7.1pp | 75.62%-66.7pp | 1370.56%-1361.6pp |
| Employer contribution / active EE | $1,005 | $1,894-46.9% | $2,723-63.1% | $2,626-61.7% |
| Participant deferral / active EE | $1,709 | $3,671-53.4% | $4,264-59.9% | $4,350-60.7% |
| Admin fee / account holder | $3,424 | $1,974+73.4% | $5,646-39.4% | $1,946+76.0% |