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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 | $46,762 | $87,166-46.4% | $76,735-39.1% | $137,256-65.9% |
| Participation rate | 22.2% | 74.4%-52.1pp | 69.5%-47.3pp | 80.0%-57.7pp |
| Annual return | 10.39% | 26.50%-16.1pp | 29.77%-19.4pp | 220.34%-210.0pp |
| Employer contribution / active EE | $889 | $2,904-69.4% | $2,454-63.8% | $4,156-78.6% |
| Participant deferral / active EE | $1,250 | $4,726-73.5% | $4,088-69.4% | $6,407-80.5% |
| Admin fee / account holder | $94,269 | $8,403+1021.8% | $7,189+1211.2% | $12,270+668.3% |