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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 | $33,416 | $78,428-57.4% | $95,960-65.2% | $79,852-58.2% |
| Participation rate | 45.2% | 73.5%-28.3pp | 77.1%-31.8pp | 69.6%-24.4pp |
| Annual return | 7.86% | 19.37%-11.5pp | 91.63%-83.8pp | 31.72%-23.9pp |
| Employer contribution / active EE | $994 | $1,945-48.9% | $2,541-60.9% | $2,471-59.8% |
| Participant deferral / active EE | $2,247 | $3,440-34.7% | $4,167-46.1% | $3,740-39.9% |
| Admin fee / account holder | $24,034 | $5,622+327.5% | $6,797+253.6% | $5,306+352.9% |