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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 | $38,500 | $93,346-58.8% | $71,796-46.4% | $273,972-85.9% |
| Participation rate | 47.4% | 76.5%-29.2pp | 69.1%-21.7pp | 83.0%-35.6pp |
| Annual return | 0.68% | 130.39%-129.7pp | 78.04%-77.4pp | 41.46%-40.8pp |
| Employer contribution / active EE | $601 | $2,733-78.0% | $1,924-68.8% | $4,869-87.7% |
| Participant deferral / active EE | $942 | $3,475-72.9% | $2,794-66.3% | $5,287-82.2% |
| Admin fee / account holder | $36,846 | $6,571+460.8% | $4,815+665.2% | $10,133+263.6% |