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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 | $41,442 | $48,327-14.2% | $67,575-38.7% | $80,935-48.8% |
| Participation rate | 34.5% | 66.4%-31.9pp | 72.9%-38.4pp | 67.7%-33.2pp |
| Annual return | 9.38% | 18.31%-8.9pp | 3528.98%-3519.6pp | 35.66%-26.3pp |
| Employer contribution / active EE | $730 | $2,022-63.9% | $2,736-73.3% | $2,757-73.5% |
| Participant deferral / active EE | $2,532 | $2,927-13.5% | $4,003-36.7% | $4,299-41.1% |
| Admin fee / account holder | $5,946 | $3,692+61.0% | $3,993+48.9% | $6,924-14.1% |