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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 | $51,331 | $84,953-39.6% | $163,379-68.6% | $82,637-37.9% |
| Participation rate | 34.0% | 65.9%-31.9pp | 76.8%-42.8pp | 68.1%-34.1pp |
| Annual return | 11.79% | 23.07%-11.3pp | 63.41%-51.6pp | 53.51%-41.7pp |
| Employer contribution / active EE | $439 | $2,183-79.9% | $3,752-88.3% | $2,552-82.8% |
| Participant deferral / active EE | $1,471 | $4,326-66.0% | $6,282-76.6% | $4,126-64.3% |
| Admin fee / account holder | $38,241 | $7,921+382.8% | $9,818+289.5% | $7,339+421.1% |