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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 | $44,587 | $78,690-43.3% | $161,489-72.4% | $87,485-49.0% |
| Participation rate | 33.3% | 67.5%-34.1pp | 78.7%-45.4pp | 68.9%-35.6pp |
| Annual return | 11.79% | 32.74%-21.0pp | 89.72%-77.9pp | 26.06%-14.3pp |
| Employer contribution / active EE | $811 | $2,588-68.6% | $4,268-81.0% | $2,596-68.7% |
| Participant deferral / active EE | $2,771 | $3,311-16.3% | $5,630-50.8% | $4,274-35.2% |
| Admin fee / account holder | $28,943 | $6,724+330.5% | $16,006+80.8% | $7,775+272.3% |