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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 | $34,382 | $63,354-45.7% | $94,105-63.5% | $82,637-58.4% |
| Participation rate | 46.8% | 63.8%-17.0pp | 71.9%-25.1pp | 68.1%-21.2pp |
| Annual return | 8.07% | 34.36%-26.3pp | 204.55%-196.5pp | 53.51%-45.4pp |
| Employer contribution / active EE | $720 | $1,760-59.1% | $2,504-71.2% | $2,552-71.8% |
| Participant deferral / active EE | $1,585 | $2,873-44.8% | $3,881-59.2% | $4,126-61.6% |
| Admin fee / account holder | $19,196 | $5,073+278.4% | $6,199+209.6% | $7,339+161.6% |