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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 | $32,021 | $48,364-33.8% | $71,796-55.4% | $62,881-49.1% |
| Participation rate | 44.8% | 60.6%-15.8pp | 69.1%-24.3pp | 69.3%-24.5pp |
| Annual return | 3.77% | 13.16%-9.4pp | 78.04%-74.3pp | 20.14%-16.4pp |
| Employer contribution / active EE | $208 | $1,042-80.0% | $1,924-89.2% | $2,281-90.9% |
| Participant deferral / active EE | $1,536 | $2,091-26.6% | $2,794-45.0% | $3,203-52.1% |
| Admin fee / account holder | $11,775 | $3,771+212.2% | $4,815+144.6% | $4,296+174.1% |