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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 | $23,856 | $77,901-69.4% | $149,717-84.1% | $75,181-68.3% |
| Participation rate | 36.0% | 65.6%-29.5pp | 78.8%-42.7pp | 67.2%-31.2pp |
| Annual return | 6.62% | 31.73%-25.1pp | 134.41%-127.8pp | 160.69%-154.1pp |
| Employer contribution / active EE | $1,299 | $3,137-58.6% | $4,820-73.0% | $2,671-51.4% |
| Participant deferral / active EE | $1,089 | $3,411-68.1% | $5,682-80.8% | $4,126-73.6% |
| Admin fee / account holder | $18,162 | $5,949+205.3% | $13,213+37.5% | $5,650+221.5% |