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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 | $60,442-40.3% | $96,754-62.7% | $87,485-58.7% |
| Participation rate | 23.3% | 58.7%-35.4pp | 70.3%-46.9pp | 68.9%-45.6pp |
| Annual return | 10.39% | 21.97%-11.6pp | 82.04%-71.7pp | 26.06%-15.7pp |
| Employer contribution / active EE | $509 | $1,691-69.9% | $2,679-81.0% | $2,596-80.4% |
| Participant deferral / active EE | $1,374 | $3,280-58.1% | $4,758-71.1% | $4,274-67.9% |
| Admin fee / account holder | $32,732 | $5,069+545.7% | $8,905+267.6% | $7,775+321.0% |