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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 | $29,542 | $70,366-58.0% | $66,674-55.7% | $138,895-78.7% |
| Participation rate | 55.6% | 76.2%-20.6pp | 73.7%-18.1pp | 79.9%-24.4pp |
| Annual return | 5.23% | 386.41%-381.2pp | 321.24%-316.0pp | 145.39%-140.2pp |
| Employer contribution / active EE | $967 | $2,765-65.0% | $2,620-63.1% | $4,194-77.0% |
| Participant deferral / active EE | $3,070 | $4,374-29.8% | $4,084-24.8% | $6,396-52.0% |
| Admin fee / account holder | $64,794 | $5,262+1131.2% | $5,098+1170.9% | $12,562+415.8% |