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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 | $51,642-25.8% | $129,384-70.4% | $80,935-52.6% |
| Participation rate | 39.0% | 56.9%-17.9pp | 69.6%-30.6pp | 67.7%-28.6pp |
| Annual return | 10.48% | 20.78%-10.3pp | 9461.77%-9451.3pp | 35.66%-25.2pp |
| Employer contribution / active EE | $925 | $1,583-41.6% | $4,153-77.7% | $2,757-66.5% |
| Participant deferral / active EE | $2,102 | $2,670-21.2% | $4,166-49.5% | $4,299-51.1% |
| Admin fee / account holder | $11,805 | $4,312+173.8% | $7,686+53.6% | $6,924+70.5% |