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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 | $37,196 | $56,116-33.7% | $135,768-72.6% | $86,983-57.2% |
| Participation rate | 58.0% | 60.1%-2.2pp | 71.1%-13.1pp | 69.5%-11.6pp |
| Annual return | 8.90% | 125.33%-116.4pp | 526.10%-517.2pp | 25.83%-16.9pp |
| Employer contribution / active EE | $485 | $1,528-68.2% | $3,394-85.7% | $2,584-81.2% |
| Participant deferral / active EE | $1,332 | $2,690-50.5% | $3,977-66.5% | $4,194-68.2% |
| Admin fee / account holder | $15,828 | $4,314+266.9% | $7,048+124.6% | $7,856+101.5% |