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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 | $40,866 | $49,896-18.1% | $80,627-49.3% | $75,173-45.6% |
| Participation rate | 34.9% | 55.3%-20.4pp | 67.0%-32.1pp | 67.2%-32.3pp |
| Annual return | 14.12% | 34.67%-20.6pp | 936.76%-922.6pp | 160.72%-146.6pp |
| Employer contribution / active EE | $639 | $1,699-62.4% | $2,723-76.5% | $2,671-76.1% |
| Participant deferral / active EE | $2,053 | $2,992-31.4% | $4,443-53.8% | $4,126-50.2% |
| Admin fee / account holder | $3,099 | $3,578-13.4% | $5,381-42.4% | $5,651-45.2% |