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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 | $27,875 | $55,457-49.7% | $77,361-64.0% | $94,015-70.4% |
| Participation rate | 38.9% | 69.8%-30.9pp | 75.0%-36.1pp | 70.8%-31.9pp |
| Annual return | 9.47% | 15.57%-6.1pp | 1011.54%-1002.1pp | 17.84%-8.4pp |
| Employer contribution / active EE | $1,031 | $2,255-54.3% | $2,990-65.5% | $2,790-63.1% |
| Participant deferral / active EE | $1,446 | $3,069-52.9% | $3,911-63.0% | $4,249-66.0% |
| Admin fee / account holder | $8,959 | $4,334+106.7% | $5,894+52.0% | $8,951+0.1% |