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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 | $59,933 | $57,119+4.9% | $85,187-29.6% | $80,935-25.9% |
| Participation rate | 25.0% | 56.4%-31.4pp | 67.5%-42.5pp | 67.7%-42.7pp |
| Annual return | 5.68% | 21.70%-16.0pp | 66.67%-61.0pp | 35.66%-30.0pp |
| Employer contribution / active EE | $1,001 | $1,802-44.5% | $2,732-63.4% | $2,757-63.7% |
| Participant deferral / active EE | $1,967 | $3,115-36.8% | $4,525-56.5% | $4,299-54.2% |
| Admin fee / account holder | $102,352 | $4,990+1951.1% | $6,162+1561.0% | $6,924+1378.1% |