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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 | $34,577 | $78,015-55.7% | $178,505-80.6% | $80,959-57.3% |
| Participation rate | 55.6% | 65.7%-10.1pp | 77.1%-21.6pp | 67.7%-12.1pp |
| Annual return | 4.99% | 18.10%-13.1pp | 27.16%-22.2pp | 35.67%-30.7pp |
| Employer contribution / active EE | $1,043 | $2,281-54.3% | $3,955-73.6% | $2,757-62.2% |
| Participant deferral / active EE | $1,571 | $4,406-64.3% | $6,280-75.0% | $4,300-63.5% |
| Admin fee / account holder | $36,339 | $7,160+407.5% | $10,428+248.5% | $6,925+424.7% |