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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 | $38,142 | $78,690-51.5% | $161,489-76.4% | $87,485-56.4% |
| Participation rate | 47.9% | 67.5%-19.5pp | 78.7%-30.8pp | 68.9%-21.0pp |
| Annual return | 8.33% | 32.74%-24.4pp | 89.72%-81.4pp | 26.06%-17.7pp |
| Employer contribution / active EE | $892 | $2,588-65.5% | $4,268-79.1% | $2,596-65.6% |
| Participant deferral / active EE | $1,048 | $3,311-68.4% | $5,630-81.4% | $4,274-75.5% |
| Admin fee / account holder | $16,113 | $6,724+139.6% | $16,006+0.7% | $7,775+107.2% |