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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 | $36,110 | $58,848-38.6% | $88,179-59.0% | $82,637-56.3% |
| Participation rate | 23.3% | 57.9%-34.6pp | 69.1%-45.8pp | 68.1%-44.7pp |
| Annual return | 10.39% | 22.76%-12.4pp | 64.97%-54.6pp | 53.51%-43.1pp |
| Employer contribution / active EE | $509 | $1,678-69.7% | $2,549-80.0% | $2,552-80.1% |
| Participant deferral / active EE | $1,374 | $3,124-56.0% | $4,614-70.2% | $4,126-66.7% |
| Admin fee / account holder | $32,732 | $4,795+582.6% | $7,673+326.6% | $7,339+346.0% |