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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 | $23,592 | $77,814-69.7% | $158,223-85.1% | $86,983-72.9% |
| Participation rate | 42.4% | 68.4%-26.0pp | 79.2%-36.8pp | 69.5%-27.1pp |
| Annual return | 4.29% | 30.54%-26.3pp | 52.09%-47.8pp | 25.83%-21.5pp |
| Employer contribution / active EE | $1,251 | $2,592-51.7% | $4,109-69.5% | $2,584-51.6% |
| Participant deferral / active EE | $1,031 | $3,270-68.5% | $5,467-81.1% | $4,194-75.4% |
| Admin fee / account holder | $22,384 | $5,879+280.7% | $16,047+39.5% | $7,856+184.9% |