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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 | $39,955 | $85,766-53.4% | $136,298-70.7% | $70,126-43.0% |
| Participation rate | 51.5% | 74.2%-22.6pp | 81.9%-30.4pp | 69.5%-18.0pp |
| Annual return | 13.06% | 31.46%-18.4pp | 5156.27%-5143.2pp | 73.15%-60.1pp |
| Employer contribution / active EE | $2,349 | $2,966-20.8% | $4,696-50.0% | $2,343+0.3% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $7,876 | $5,421+45.3% | $9,244-14.8% | $4,645+69.5% |