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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 | $62,166-39.1% | $81,286-53.4% | $74,429-49.1% |
| Participation rate | 38.3% | 64.1%-25.8pp | 69.5%-31.3pp | 67.2%-29.0pp |
| Annual return | 10.31% | 16.50%-6.2pp | 24.80%-14.5pp | 1368.38%-1358.1pp |
| Employer contribution / active EE | $1,308 | $1,881-30.5% | $2,463-46.9% | $2,625-50.2% |
| Participant deferral / active EE | $2,028 | $3,223-37.1% | $3,883-47.8% | $4,348-53.4% |
| Admin fee / account holder | $8,567 | $1,925+345.1% | $5,764+48.6% | $1,944+340.6% |