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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 | $38,166 | $78,690-51.5% | $161,489-76.4% | $87,485-56.4% |
| Participation rate | 44.0% | 67.5%-23.5pp | 78.7%-34.7pp | 68.9%-24.9pp |
| Annual return | 10.08% | 32.74%-22.7pp | 89.72%-79.6pp | 26.06%-16.0pp |
| Employer contribution / active EE | $1,404 | $2,588-45.8% | $4,268-67.1% | $2,596-45.9% |
| Participant deferral / active EE | $4,546 | $3,311+37.3% | $5,630-19.3% | $4,274+6.4% |
| Admin fee / account holder | $66,072 | $6,724+882.7% | $16,006+312.8% | $7,775+749.8% |