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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 | $52,493 | $78,690-33.3% | $161,489-67.5% | $87,485-40.0% |
| Participation rate | 26.7% | 67.5%-40.8pp | 78.7%-52.0pp | 68.9%-42.3pp |
| Annual return | 8.84% | 32.74%-23.9pp | 89.72%-80.9pp | 26.06%-17.2pp |
| Employer contribution / active EE | $475 | $2,588-81.6% | $4,268-88.9% | $2,596-81.7% |
| Participant deferral / active EE | $2,480 | $3,311-25.1% | $5,630-55.9% | $4,274-42.0% |
| Admin fee / account holder | $16,343 | $6,724+143.1% | $16,006+2.1% | $7,775+110.2% |