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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 | $42,844 | $98,776-56.6% | $149,745-71.4% | $79,856-46.3% |
| Participation rate | 50.0% | 75.8%-25.8pp | 82.5%-32.5pp | 69.6%-19.6pp |
| Annual return | 6.53% | 27.38%-20.8pp | 276.72%-270.2pp | 31.71%-25.2pp |
| Employer contribution / active EE | $716 | $3,217-77.8% | $4,646-84.6% | $2,471-71.0% |
| Participant deferral / active EE | $2,444 | $5,681-57.0% | $6,843-64.3% | $3,741-34.7% |
| Admin fee / account holder | $30,216 | $6,053+399.2% | $9,312+224.5% | $5,306+469.4% |