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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 | $38,887 | $84,236-53.8% | $170,435-77.2% | $70,126-44.5% |
| Participation rate | 45.9% | 70.8%-24.9pp | 83.6%-37.7pp | 69.5%-23.6pp |
| Annual return | 10.07% | 23.06%-13.0pp | 205.94%-195.9pp | 73.15%-63.1pp |
| Employer contribution / active EE | $672 | $3,387-80.1% | $5,432-87.6% | $2,343-71.3% |
| Participant deferral / active EE | $2,191 | $3,086-29.0% | $4,939-55.7% | $3,332-34.3% |
| Admin fee / account holder | $10,374 | $5,698+82.1% | $13,881-25.3% | $4,645+123.3% |