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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 | $38,988 | $88,137-55.8% | $164,975-76.4% | $74,429-47.6% |
| Participation rate | 67.5% | 73.1%-5.7pp | 78.6%-11.2pp | 67.2%+0.2pp |
| Annual return | 11.41% | 17.13%-5.7pp | 70.12%-58.7pp | 1368.38%-1357.0pp |
| Employer contribution / active EE | $1,725 | $2,597-33.6% | $4,343-60.3% | $2,625-34.3% |
| Participant deferral / active EE | $2,648 | $4,501-41.2% | $6,033-56.1% | $4,348-39.1% |
| Admin fee / account holder | $8,209 | $2,231+267.9% | $12,688-35.3% | $1,944+322.2% |