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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 | $38,340 | $51,606-25.7% | $129,339-70.4% | $80,911-52.6% |
| Participation rate | 39.0% | 57.0%-17.9pp | 69.6%-30.6pp | 67.6%-28.6pp |
| Annual return | 10.48% | 20.76%-10.3pp | 9437.05%-9426.6pp | 35.63%-25.2pp |
| Employer contribution / active EE | $925 | $1,582-41.6% | $4,154-77.7% | $2,756-66.4% |
| Participant deferral / active EE | $2,102 | $2,669-21.2% | $4,170-49.6% | $4,297-51.1% |
| Admin fee / account holder | $11,805 | $4,310+173.9% | $7,668+54.0% | $6,935+70.2% |