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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 | $42,627 | $61,166-30.3% | $185,849-77.1% | $79,391-46.3% |
| Participation rate | 37.7% | 66.6%-28.9pp | 81.7%-44.0pp | 70.7%-33.0pp |
| Annual return | 10.65% | 19.45%-8.8pp | 122.10%-111.4pp | 116.88%-106.2pp |
| Employer contribution / active EE | $612 | $2,321-73.6% | $5,169-88.2% | $2,428-74.8% |
| Participant deferral / active EE | $1,498 | $2,789-46.3% | $5,569-73.1% | $4,046-63.0% |
| Admin fee / account holder | $36,223 | $710+5003.7% | $16,244+123.0% | $627+5681.6% |