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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 | $40,270 | $56,134-28.3% | $96,171-58.1% | $85,847-53.1% |
| Participation rate | 27.9% | 56.7%-28.8pp | 68.4%-40.5pp | 69.3%-41.4pp |
| Annual return | 11.08% | 42.30%-31.2pp | 192.04%-181.0pp | 318.61%-307.5pp |
| Employer contribution / active EE | $261 | $1,620-83.9% | $2,799-90.7% | $2,565-89.8% |
| Participant deferral / active EE | $1,043 | $2,858-63.5% | $4,350-76.0% | $3,952-73.6% |
| Admin fee / account holder | $11,960 | $3,769+217.3% | $5,538+115.9% | $6,261+91.0% |