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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 | $11,091 | $60,442-81.7% | $96,754-88.5% | $87,485-87.3% |
| Participation rate | 35.6% | 58.7%-23.2pp | 70.3%-34.7pp | 68.9%-33.4pp |
| Annual return | 6.09% | 21.97%-15.9pp | 82.04%-76.0pp | 26.06%-20.0pp |
| Employer contribution / active EE | $721 | $1,691-57.3% | $2,679-73.1% | $2,596-72.2% |
| Participant deferral / active EE | $1,399 | $3,280-57.3% | $4,758-70.6% | $4,274-67.3% |
| Admin fee / account holder | $38,904 | $5,069+667.5% | $8,905+336.9% | $7,775+400.4% |