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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 | $83,898-40.5% | $133,346-62.6% | $94,015-46.9% |
| Participation rate | 39.5% | 63.4%-23.9pp | 72.8%-33.4pp | 70.8%-31.3pp |
| Annual return | 4.10% | 16.00%-11.9pp | 36.85%-32.7pp | 17.84%-13.7pp |
| Employer contribution / active EE | $565 | $1,821-69.0% | $2,853-80.2% | $2,790-79.8% |
| Participant deferral / active EE | $2,044 | $3,245-37.0% | $4,332-52.8% | $4,249-51.9% |
| Admin fee / account holder | $87,961 | $7,809+1026.5% | $14,264+516.7% | $8,951+882.7% |