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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 | $29,781 | $78,690-62.2% | $161,489-81.6% | $87,485-66.0% |
| Participation rate | 23.1% | 67.5%-44.4pp | 78.7%-55.6pp | 68.9%-45.9pp |
| Annual return | 4.76% | 32.74%-28.0pp | 89.72%-85.0pp | 26.06%-21.3pp |
| Employer contribution / active EE | $635 | $2,588-75.5% | $4,268-85.1% | $2,596-75.5% |
| Participant deferral / active EE | $1,874 | $3,311-43.4% | $5,630-66.7% | $4,274-56.1% |
| Admin fee / account holder | $28,842 | $6,724+329.0% | $16,006+80.2% | $7,775+271.0% |