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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 | $37,329 | $90,674-58.8% | $96,707-61.4% | $82,448-54.7% |
| Participation rate | 31.4% | 75.9%-44.5pp | 80.4%-48.9pp | 68.1%-36.6pp |
| Annual return | 12.37% | 49.05%-36.7pp | 34.78%-22.4pp | 41.64%-29.3pp |
| Employer contribution / active EE | $1,859 | $3,975-53.2% | $4,191-55.6% | $2,551-27.1% |
| Participant deferral / active EE | $2,906 | $5,696-49.0% | $5,997-51.5% | $4,139-29.8% |
| Admin fee / account holder | $282,023 | $7,568+3626.5% | $7,503+3658.9% | $7,234+3798.4% |