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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 | $39,969 | $61,125-34.6% | $94,057-57.5% | $87,485-54.3% |
| Participation rate | 48.8% | 64.1%-15.2pp | 73.3%-24.5pp | 68.9%-20.1pp |
| Annual return | 11.00% | 35.20%-24.2pp | 480.62%-469.6pp | 26.06%-15.1pp |
| Employer contribution / active EE | $613 | $2,136-71.3% | $2,933-79.1% | $2,596-76.4% |
| Participant deferral / active EE | $3,372 | $3,260+3.4% | $4,709-28.4% | $4,274-21.1% |
| Admin fee / account holder | $1,267 | $5,629-77.5% | $7,244-82.5% | $7,775-83.7% |