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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 | $56,591 | $77,896-27.4% | $134,172-57.8% | $82,448-31.4% |
| Participation rate | 26.9% | 62.8%-35.9pp | 72.5%-45.5pp | 68.1%-41.1pp |
| Annual return | 11.13% | 18.21%-7.1pp | 25.30%-14.2pp | 41.64%-30.5pp |
| Employer contribution / active EE | $655 | $2,159-69.6% | $3,420-80.8% | $2,551-74.3% |
| Participant deferral / active EE | $2,185 | $3,162-30.9% | $4,690-53.4% | $4,139-47.2% |
| Admin fee / account holder | $31,170 | $6,336+391.9% | $12,016+159.4% | $7,234+330.9% |