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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 | $21,740 | $111,814-80.6% | $103,378-79.0% | $145,978-85.1% |
| Participation rate | 36.4% | 77.9%-41.6pp | 74.5%-38.1pp | 80.3%-43.9pp |
| Annual return | 1.38% | 24.80%-23.4pp | 24.91%-23.5pp | 550.52%-549.1pp |
| Employer contribution / active EE | $1,277 | $4,215-69.7% | $3,870-67.0% | $4,662-72.6% |
| Participant deferral / active EE | $3,613 | $5,618-35.7% | $5,058-28.6% | $6,690-46.0% |
| Admin fee / account holder | $105,616 | $9,764+981.7% | $8,401+1157.2% | $13,400+688.2% |