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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 | $47,023 | $50,554-7.0% | $67,681-30.5% | $87,485-46.3% |
| Participation rate | 42.9% | 67.7%-24.9pp | 73.7%-30.9pp | 68.9%-26.1pp |
| Annual return | 8.17% | 17.81%-9.6pp | 590.58%-582.4pp | 26.06%-17.9pp |
| Employer contribution / active EE | $1,166 | $1,988-41.4% | $2,678-56.5% | $2,596-55.1% |
| Participant deferral / active EE | $2,833 | $2,961-4.3% | $3,976-28.7% | $4,274-33.7% |
| Admin fee / account holder | $37,486 | $4,132+807.1% | $6,100+514.6% | $7,775+382.2% |