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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 | $31,376 | $49,897-37.1% | $80,648-61.1% | $75,177-58.3% |
| Participation rate | 42.9% | 55.3%-12.5pp | 67.0%-24.2pp | 67.2%-24.3pp |
| Annual return | 8.77% | 34.68%-25.9pp | 937.21%-928.4pp | 160.75%-152.0pp |
| Employer contribution / active EE | $1,413 | $1,699-16.8% | $2,724-48.1% | $2,671-47.1% |
| Participant deferral / active EE | $2,802 | $2,992-6.3% | $4,443-36.9% | $4,126-32.1% |
| Admin fee / account holder | $26,738 | $3,579+647.2% | $5,382+396.8% | $5,651+373.1% |