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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 | $31,944 | $81,276-60.7% | $155,574-79.5% | $80,925-60.5% |
| Participation rate | 13.8% | 66.2%-52.5pp | 78.2%-64.4pp | 67.7%-53.9pp |
| Annual return | 8.28% | 33.36%-25.1pp | 64.87%-56.6pp | 35.65%-27.4pp |
| Employer contribution / active EE | $503 | $3,103-83.8% | $4,676-89.3% | $2,756-81.8% |
| Participant deferral / active EE | $1,206 | $3,453-65.1% | $5,629-78.6% | $4,299-71.9% |
| Admin fee / account holder | $87,562 | $7,993+995.4% | $15,914+450.2% | $6,940+1161.7% |