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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 | $40,054 | $49,976-19.9% | $66,674-39.9% | $82,637-51.5% |
| Participation rate | 19.3% | 63.1%-43.8pp | 73.7%-54.4pp | 68.1%-48.8pp |
| Annual return | 7.71% | 39.09%-31.4pp | 321.24%-313.5pp | 53.51%-45.8pp |
| Employer contribution / active EE | $256 | $1,988-87.1% | $2,620-90.2% | $2,552-89.9% |
| Participant deferral / active EE | $806 | $2,847-71.7% | $4,084-80.3% | $4,126-80.5% |
| Admin fee / account holder | $52,010 | $4,594+1032.2% | $5,098+920.2% | $7,339+608.7% |