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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 | $42,459 | $72,071-41.1% | $68,368-37.9% | $137,256-69.1% |
| Participation rate | 22.2% | 76.2%-54.0pp | 73.8%-51.5pp | 80.0%-57.7pp |
| Annual return | 5.83% | 353.14%-347.3pp | 292.57%-286.7pp | 220.34%-214.5pp |
| Employer contribution / active EE | $479 | $2,788-82.8% | $2,649-81.9% | $4,156-88.5% |
| Participant deferral / active EE | $851 | $4,410-80.7% | $4,123-79.4% | $6,407-86.7% |
| Admin fee / account holder | $34,871 | $5,336+553.6% | $5,150+577.1% | $12,270+184.2% |