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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 | $36,627 | $114,013-67.9% | $103,693-64.7% | $155,188-76.4% |
| Participation rate | 58.8% | 75.2%-16.4pp | 72.6%-13.8pp | 80.8%-22.0pp |
| Annual return | 6.33% | 49.31%-43.0pp | 47.61%-41.3pp | 148.84%-142.5pp |
| Employer contribution / active EE | $1,068 | $3,131-65.9% | $2,920-63.4% | $4,248-74.9% |
| Participant deferral / active EE | $2,486 | $4,970-50.0% | $4,579-45.7% | $6,531-61.9% |
| Admin fee / account holder | $24,286 | $8,407+188.9% | $7,858+209.1% | $14,480+67.7% |