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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 | $39,823 | $63,354-37.1% | $94,105-57.7% | $82,637-51.8% |
| Participation rate | 32.4% | 63.8%-31.5pp | 71.9%-39.6pp | 68.1%-35.7pp |
| Annual return | 11.98% | 34.36%-22.4pp | 204.55%-192.6pp | 53.51%-41.5pp |
| Employer contribution / active EE | $1,137 | $1,760-35.4% | $2,504-54.6% | $2,552-55.5% |
| Participant deferral / active EE | $2,312 | $2,873-19.5% | $3,881-40.4% | $4,126-44.0% |
| Admin fee / account holder | $44,487 | $5,073+777.0% | $6,199+617.6% | $7,339+506.2% |