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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 | $31,170 | $135,956-77.1% | $123,894-74.8% | $273,972-88.6% |
| Participation rate | 59.1% | 84.1%-25.0pp | 81.4%-22.3pp | 83.0%-23.9pp |
| Annual return | 1.47% | 56.63%-55.2pp | 47.52%-46.0pp | 41.46%-40.0pp |
| Employer contribution / active EE | $2,727 | $5,170-47.2% | $4,617-40.9% | $4,869-44.0% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $24,913 | $9,817+153.8% | $8,357+198.1% | $10,133+145.9% |