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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 | $37,878 | $62,177-39.1% | $81,370-53.4% | $74,478-49.1% |
| Participation rate | 38.3% | 64.1%-25.8pp | 69.5%-31.3pp | 67.2%-29.0pp |
| Annual return | 10.31% | 16.62%-6.3pp | 24.85%-14.5pp | 1370.56%-1360.3pp |
| Employer contribution / active EE | $1,308 | $1,881-30.5% | $2,464-46.9% | $2,626-50.2% |
| Participant deferral / active EE | $2,028 | $3,219-37.0% | $3,885-47.8% | $4,350-53.4% |
| Admin fee / account holder | $8,567 | $1,927+344.6% | $5,749+49.0% | $1,946+340.3% |