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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 | $39,791 | $63,861-37.7% | $104,614-62.0% | $79,858-50.2% |
| Participation rate | 51.4% | 64.9%-13.5pp | 74.1%-22.6pp | 69.6%-18.2pp |
| Annual return | 3.75% | 21.30%-17.5pp | 340.56%-336.8pp | 31.72%-28.0pp |
| Employer contribution / active EE | $659 | $1,588-58.5% | $2,681-75.4% | $2,471-73.3% |
| Participant deferral / active EE | $1,860 | $2,693-30.9% | $3,739-50.3% | $3,740-50.3% |
| Admin fee / account holder | $12,581 | $4,185+200.6% | $6,464+94.7% | $5,306+137.1% |