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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 | $74,324 | $98,766-24.7% | $149,730-50.4% | $79,852-6.9% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.5%-32.5pp | 69.6%-19.6pp |
| Annual return | 2.10% | 27.43%-25.3pp | 276.70%-274.6pp | 31.72%-29.6pp |
| Employer contribution / active EE | $1,003 | $3,217-68.8% | $4,645-78.4% | $2,471-59.4% |
| Participant deferral / active EE | $3,668 | $5,681-35.4% | $6,843-46.4% | $3,740-1.9% |
| Admin fee / account holder | $67,853 | $6,052+1021.2% | $9,310+628.8% | $5,306+1178.7% |