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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 | $44,636 | $93,346-52.2% | $71,796-37.8% | $273,972-83.7% |
| Participation rate | 28.6% | 76.5%-48.0pp | 69.1%-40.5pp | 83.0%-54.4pp |
| Annual return | 1.20% | 130.39%-129.2pp | 78.04%-76.8pp | 41.46%-40.3pp |
| Employer contribution / active EE | $1,354 | $2,733-50.5% | $1,924-29.6% | $4,869-72.2% |
| Participant deferral / active EE | $3,715 | $3,475+6.9% | $2,794+33.0% | $5,287-29.7% |
| Admin fee / account holder | $103,539 | $6,571+1475.8% | $4,815+2050.4% | $10,133+921.8% |