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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 | $76,834-35.0% | $108,359-53.9% | $87,485-42.9% |
| Participation rate | 39.5% | 61.7%-22.3pp | 70.1%-30.6pp | 68.9%-29.5pp |
| Annual return | 4.10% | 19.09%-15.0pp | 36.89%-32.8pp | 26.06%-22.0pp |
| Employer contribution / active EE | $565 | $1,556-63.7% | $2,399-76.5% | $2,596-78.2% |
| Participant deferral / active EE | $2,044 | $3,100-34.1% | $4,137-50.6% | $4,274-52.2% |
| Admin fee / account holder | $87,961 | $6,537+1245.6% | $9,741+803.0% | $7,775+1031.4% |