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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 | $72,071-49.2% | $68,368-46.4% | $137,256-73.3% |
| Participation rate | 58.8% | 76.2%-17.4pp | 73.8%-14.9pp | 80.0%-21.1pp |
| Annual return | 6.33% | 353.14%-346.8pp | 292.57%-286.2pp | 220.34%-214.0pp |
| Employer contribution / active EE | $1,068 | $2,788-61.7% | $2,649-59.7% | $4,156-74.3% |
| Participant deferral / active EE | $2,486 | $4,410-43.6% | $4,123-39.7% | $6,407-61.2% |
| Admin fee / account holder | $24,286 | $5,336+355.2% | $5,150+371.6% | $12,270+97.9% |