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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 | $28,027 | $51,642-45.7% | $129,384-78.3% | $80,935-65.4% |
| Participation rate | 50.8% | 56.9%-6.1pp | 69.6%-18.8pp | 67.7%-16.8pp |
| Annual return | 6.68% | 20.78%-14.1pp | 9461.77%-9455.1pp | 35.66%-29.0pp |
| Employer contribution / active EE | $326 | $1,583-79.4% | $4,153-92.2% | $2,757-88.2% |
| Participant deferral / active EE | $2,339 | $2,670-12.4% | $4,166-43.9% | $4,299-45.6% |
| Admin fee / account holder | $32,870 | $4,312+662.4% | $7,686+327.7% | $6,924+374.7% |