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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 | $70,696 | $78,690-10.2% | $161,489-56.2% | $87,485-19.2% |
| Participation rate | 50.0% | 67.5%-17.5pp | 78.7%-28.7pp | 68.9%-18.9pp |
| Annual return | 11.27% | 32.74%-21.5pp | 89.72%-78.5pp | 26.06%-14.8pp |
| Employer contribution / active EE | $540 | $2,588-79.1% | $4,268-87.3% | $2,596-79.2% |
| Participant deferral / active EE | $1,445 | $3,311-56.4% | $5,630-74.3% | $4,274-66.2% |
| Admin fee / account holder | $35,673 | $6,724+430.6% | $16,006+122.9% | $7,775+358.8% |