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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 | $41,421 | $48,327-14.3% | $67,575-38.7% | $80,935-48.8% |
| Participation rate | 47.8% | 66.4%-18.6pp | 72.9%-25.1pp | 67.7%-19.8pp |
| Annual return | 10.12% | 18.31%-8.2pp | 3528.98%-3518.9pp | 35.66%-25.5pp |
| Employer contribution / active EE | $1,528 | $2,022-24.5% | $2,736-44.1% | $2,757-44.6% |
| Participant deferral / active EE | $3,690 | $2,927+26.1% | $4,003-7.8% | $4,299-14.2% |
| Admin fee / account holder | $11,232 | $3,692+204.2% | $3,993+181.3% | $6,924+62.2% |