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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 | $39,356 | $104,694-62.4% | $85,709-54.1% | $167,536-76.5% |
| Participation rate | 16.7% | 76.4%-59.7pp | 69.9%-53.2pp | 82.1%-65.4pp |
| Annual return | 6.96% | 21.45%-14.5pp | 21.49%-14.5pp | 478.82%-471.9pp |
| Employer contribution / active EE | $1,709 | $3,337-48.8% | $2,619-34.7% | $4,839-64.7% |
| Participant deferral / active EE | $3,021 | $4,826-37.4% | $3,924-23.0% | $6,342-52.4% |
| Admin fee / account holder | $67,722 | $10,035+574.9% | $6,876+884.9% | $12,315+449.9% |