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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 | $36,601 | $78,682-53.5% | $109,188-66.5% | $85,851-57.4% |
| Participation rate | 46.4% | 68.3%-21.8pp | 75.9%-29.5pp | 69.3%-22.9pp |
| Annual return | 10.59% | 25.09%-14.5pp | 25.76%-15.2pp | 318.63%-308.0pp |
| Employer contribution / active EE | $750 | $2,734-72.6% | $3,723-79.9% | $2,565-70.8% |
| Participant deferral / active EE | $0 | $3,468-100.0% | $4,654-100.0% | $3,952-100.0% |
| Admin fee / account holder | $71,355 | $5,470+1204.6% | $6,755+956.3% | $6,261+1039.7% |