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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 | $29,470 | $124,425-76.3% | $112,040-73.7% | $137,256-78.5% |
| Participation rate | 50.0% | 79.3%-29.3pp | 76.5%-26.5pp | 80.0%-30.0pp |
| Annual return | 1.16% | 24.72%-23.6pp | 24.52%-23.4pp | 220.34%-219.2pp |
| Employer contribution / active EE | $1,291 | $3,411-62.2% | $2,954-56.3% | $4,156-68.9% |
| Participant deferral / active EE | $4,634 | $5,718-19.0% | $5,098-9.1% | $6,407-27.7% |
| Admin fee / account holder | $76,740 | $15,207+404.7% | $12,098+534.3% | $12,270+525.4% |