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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 | $88,203-55.8% | $165,100-76.4% | $74,478-47.7% |
| Participation rate | 67.5% | 73.1%-5.7pp | 78.6%-11.2pp | 67.2%+0.2pp |
| Annual return | 11.41% | 17.13%-5.7pp | 70.21%-58.8pp | 1370.56%-1359.2pp |
| Employer contribution / active EE | $1,725 | $2,601-33.7% | $4,348-60.3% | $2,626-34.3% |
| Participant deferral / active EE | $2,648 | $4,505-41.2% | $6,035-56.1% | $4,350-39.1% |
| Admin fee / account holder | $8,209 | $2,235+267.3% | $12,696-35.3% | $1,946+321.9% |