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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 | $27,830 | $58,258-52.2% | $81,820-66.0% | $80,925-65.6% |
| Participation rate | 50.0% | 63.5%-13.5pp | 72.4%-22.4pp | 67.7%-17.7pp |
| Annual return | 5.60% | 41.76%-36.2pp | 777.93%-772.3pp | 35.65%-30.0pp |
| Employer contribution / active EE | $1,642 | $2,345-30.0% | $2,915-43.7% | $2,756-40.4% |
| Participant deferral / active EE | $2,844 | $3,284-13.4% | $4,323-34.2% | $4,299-33.8% |
| Admin fee / account holder | $3,955 | $4,976-20.5% | $7,391-46.5% | $6,940-43.0% |