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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 | $42,632 | $106,749-60.1% | $145,433-70.7% | $82,448-48.3% |
| Participation rate | 27.3% | 75.6%-48.4pp | 82.1%-54.8pp | 68.1%-40.8pp |
| Annual return | 6.43% | 27.59%-21.2pp | 66.58%-60.1pp | 41.64%-35.2pp |
| Employer contribution / active EE | $1,229 | $3,444-64.3% | $4,554-73.0% | $2,551-51.8% |
| Participant deferral / active EE | $2,776 | $6,519-57.4% | $7,897-64.9% | $4,139-32.9% |
| Admin fee / account holder | $47,311 | $8,390+463.9% | $13,129+260.4% | $7,234+554.0% |