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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 | $33,669 | $211,224-84.1% | $178,505-81.1% | $145,897-76.9% |
| Participation rate | 50.0% | 80.8%-30.8pp | 77.1%-27.1pp | 80.3%-30.3pp |
| Annual return | 6.46% | 30.28%-23.8pp | 27.16%-20.7pp | 552.29%-545.8pp |
| Employer contribution / active EE | $1,313 | $4,577-71.3% | $3,955-66.8% | $4,663-71.8% |
| Participant deferral / active EE | $5,092 | $6,966-26.9% | $6,280-18.9% | $6,689-23.9% |
| Admin fee / account holder | $236,612 | $12,109+1854.0% | $10,428+2169.0% | $13,390+1667.0% |