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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 | $76,407-41.6% | $150,298-70.3% | $82,448-45.9% |
| Participation rate | 33.3% | 66.4%-33.1pp | 77.8%-44.4pp | 68.1%-34.7pp |
| Annual return | 11.79% | 39.99%-28.2pp | 62.79%-51.0pp | 41.64%-29.8pp |
| Employer contribution / active EE | $811 | $2,614-69.0% | $4,154-80.5% | $2,551-68.2% |
| Participant deferral / active EE | $2,771 | $3,214-13.8% | $5,453-49.2% | $4,139-33.1% |
| Admin fee / account holder | $28,943 | $6,352+355.7% | $14,116+105.0% | $7,234+300.1% |