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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 | $41,031 | $72,071-43.1% | $68,368-40.0% | $137,256-70.1% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 8.61% | 353.14%-344.5pp | 292.57%-284.0pp | 220.34%-211.7pp |
| Employer contribution / active EE | $1,095 | $2,788-60.7% | $2,649-58.7% | $4,156-73.7% |
| Participant deferral / active EE | $5,345 | $4,410+21.2% | $4,123+29.7% | $6,407-16.6% |
| Admin fee / account holder | $23,769 | $5,336+345.5% | $5,150+361.6% | $12,270+93.7% |