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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 | $35,750 | $55,930-36.1% | $76,089-53.0% | $80,925-55.8% |
| Participation rate | 39.0% | 62.1%-23.1pp | 69.1%-30.1pp | 67.7%-28.7pp |
| Annual return | 7.37% | 20.58%-13.2pp | 360.94%-353.6pp | 35.65%-28.3pp |
| Employer contribution / active EE | $997 | $1,866-46.6% | $2,690-62.9% | $2,756-63.8% |
| Participant deferral / active EE | $3,146 | $3,051+3.1% | $4,259-26.1% | $4,299-26.8% |
| Admin fee / account holder | $19,800 | $5,241+277.8% | $6,418+208.5% | $6,940+185.3% |