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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 | $79,581 | $89,259-10.8% | $107,187-25.8% | $82,637-3.7% |
| Participation rate | 26.5% | 67.9%-41.5pp | 75.0%-48.5pp | 68.1%-41.6pp |
| Annual return | 10.65% | 21.02%-10.4pp | 204.55%-193.9pp | 53.51%-42.9pp |
| Employer contribution / active EE | $1,052 | $3,080-65.9% | $3,782-72.2% | $2,552-58.8% |
| Participant deferral / active EE | $2,421 | $4,037-40.0% | $5,096-52.5% | $4,126-41.3% |
| Admin fee / account holder | $20,400 | $7,381+176.4% | $9,162+122.6% | $7,339+178.0% |