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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 | $30,944 | $88,815-65.2% | $81,882-62.2% | $145,897-78.8% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 8.68% | 1033.75%-1025.1pp | 779.47%-770.8pp | 552.29%-543.6pp |
| Employer contribution / active EE | $2,330 | $3,086-24.5% | $2,916-20.1% | $4,663-50.0% |
| Participant deferral / active EE | $2,326 | $4,647-50.0% | $4,323-46.2% | $6,689-65.2% |
| Admin fee / account holder | $31,956 | $8,434+278.9% | $7,360+334.2% | $13,390+138.6% |