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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 | $33,656 | $109,344-69.2% | $89,400-62.4% | $158,950-78.8% |
| Participation rate | 31.3% | 74.3%-43.0pp | 68.0%-36.7pp | 82.0%-50.7pp |
| Annual return | 3.97% | 345.73%-341.8pp | 245.64%-241.7pp | 302.91%-298.9pp |
| Employer contribution / active EE | $1,019 | $3,170-67.8% | $2,586-60.6% | $4,762-78.6% |
| Participant deferral / active EE | $1,400 | $4,599-69.6% | $3,890-64.0% | $5,983-76.6% |
| Admin fee / account holder | $59,340 | $6,154+864.3% | $4,882+1115.5% | $11,248+427.5% |