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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 | $39,844 | $48,327-17.6% | $67,575-41.0% | $80,935-50.8% |
| Participation rate | 31.8% | 66.4%-34.6pp | 72.9%-41.1pp | 67.7%-35.8pp |
| Annual return | 5.96% | 18.31%-12.3pp | 3528.98%-3523.0pp | 35.66%-29.7pp |
| Employer contribution / active EE | $955 | $2,022-52.8% | $2,736-65.1% | $2,757-65.4% |
| Participant deferral / active EE | $1,373 | $2,927-53.1% | $4,003-65.7% | $4,299-68.1% |
| Admin fee / account holder | $63,423 | $3,692+1617.8% | $3,993+1488.4% | $6,924+815.9% |