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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 | $39,678 | $110,093-64.0% | $97,295-59.2% | $145,897-72.8% |
| Participation rate | 60.0% | 75.9%-15.9pp | 72.7%-12.7pp | 80.3%-20.3pp |
| Annual return | 5.10% | 244.76%-239.7pp | 75.62%-70.5pp | 552.29%-547.2pp |
| Employer contribution / active EE | $5,028 | $3,077+63.4% | $2,723+84.7% | $4,663+7.8% |
| Participant deferral / active EE | $2,449 | $4,678-47.6% | $4,264-42.6% | $6,689-63.4% |
| Admin fee / account holder | $41,059 | $6,212+560.9% | $5,646+627.2% | $13,390+206.6% |