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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 | $31,353 | $89,259-64.9% | $107,187-70.7% | $82,637-62.1% |
| Participation rate | 57.5% | 67.9%-10.4pp | 75.0%-17.5pp | 68.1%-10.6pp |
| Annual return | 9.52% | 21.02%-11.5pp | 204.55%-195.0pp | 53.51%-44.0pp |
| Employer contribution / active EE | $1,840 | $3,080-40.3% | $3,782-51.4% | $2,552-27.9% |
| Participant deferral / active EE | $3,811 | $4,037-5.6% | $5,096-25.2% | $4,126-7.6% |
| Admin fee / account holder | $24,301 | $7,381+229.2% | $9,162+165.2% | $7,339+231.1% |