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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 | $81,358-60.7% | $155,556-79.5% | $80,959-60.5% |
| Participation rate | 13.8% | 66.3%-52.5pp | 78.2%-64.4pp | 67.7%-53.9pp |
| Annual return | 8.28% | 33.39%-25.1pp | 64.84%-56.6pp | 35.67%-27.4pp |
| Employer contribution / active EE | $503 | $3,106-83.8% | $4,675-89.3% | $2,757-81.8% |
| Participant deferral / active EE | $1,206 | $3,455-65.1% | $5,631-78.6% | $4,300-72.0% |
| Admin fee / account holder | $87,562 | $7,994+995.4% | $15,885+451.2% | $6,925+1164.4% |