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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 | $33,173 | $54,763-39.4% | $90,324-63.3% | $72,976-54.5% |
| Participation rate | 44.4% | 65.2%-20.7pp | 73.3%-28.8pp | 69.5%-25.0pp |
| Annual return | 15.00% | 30.63%-15.6pp | 78.15%-63.2pp | 81.02%-66.0pp |
| Employer contribution / active EE | $1,074 | $2,093-48.7% | $2,856-62.4% | $2,440-56.0% |
| Participant deferral / active EE | $1,568 | $2,887-45.7% | $3,885-59.6% | $3,608-56.5% |
| Admin fee / account holder | $16,214 | $3,973+308.0% | $5,356+202.7% | $5,124+216.4% |