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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 | $49,925 | $73,787-32.3% | $98,716-49.4% | $82,448-39.4% |
| Participation rate | 39.5% | 61.4%-21.9pp | 69.3%-29.8pp | 68.1%-28.6pp |
| Annual return | 4.10% | 18.57%-14.5pp | 31.81%-27.7pp | 41.64%-37.5pp |
| Employer contribution / active EE | $565 | $1,511-62.6% | $2,279-75.2% | $2,551-77.9% |
| Participant deferral / active EE | $2,044 | $3,081-33.7% | $4,048-49.5% | $4,139-50.6% |
| Admin fee / account holder | $87,961 | $6,500+1253.2% | $8,703+910.7% | $7,234+1115.9% |