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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 | $40,786 | $55,902-27.0% | $76,030-46.4% | $80,959-49.6% |
| Participation rate | 39.5% | 62.1%-22.6pp | 69.1%-29.6pp | 67.7%-28.2pp |
| Annual return | 6.23% | 20.59%-14.4pp | 361.54%-355.3pp | 35.67%-29.4pp |
| Employer contribution / active EE | $1,071 | $1,867-42.6% | $2,688-60.1% | $2,757-61.1% |
| Participant deferral / active EE | $2,414 | $3,051-20.9% | $4,257-43.3% | $4,300-43.9% |
| Admin fee / account holder | $23,383 | $5,239+346.3% | $6,421+264.2% | $6,925+237.6% |