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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 | $39,823 | $73,107-45.5% | $114,563-65.2% | $87,485-54.5% |
| Participation rate | 32.4% | 65.8%-33.4pp | 72.9%-40.5pp | 68.9%-36.6pp |
| Annual return | 11.98% | 19.47%-7.5pp | 241.09%-229.1pp | 26.06%-14.1pp |
| Employer contribution / active EE | $1,137 | $1,881-39.6% | $2,592-56.1% | $2,596-56.2% |
| Participant deferral / active EE | $2,312 | $3,144-26.4% | $4,142-44.2% | $4,274-45.9% |
| Admin fee / account holder | $44,487 | $5,770+671.1% | $7,623+483.6% | $7,775+472.2% |