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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 | $31,155 | $109,372-71.5% | $89,414-65.2% | $158,966-80.4% |
| Participation rate | 55.0% | 74.3%-19.3pp | 68.0%-13.0pp | 82.0%-27.0pp |
| Annual return | -1.27% | 345.55%-346.8pp | 245.50%-246.8pp | 302.95%-304.2pp |
| Employer contribution / active EE | $1,297 | $3,171-59.1% | $2,586-49.9% | $4,762-72.8% |
| Participant deferral / active EE | $2,938 | $4,598-36.1% | $3,890-24.5% | $5,983-50.9% |
| Admin fee / account holder | $36,325 | $6,156+490.0% | $4,883+643.9% | $11,250+222.9% |