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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 | $102,595-71.2% | $94,057-68.6% | $154,746-80.9% |
| Participation rate | 55.6% | 76.0%-20.4pp | 73.3%-17.8pp | 80.7%-25.1pp |
| Annual return | 5.23% | 583.42%-578.2pp | 480.62%-475.4pp | 172.34%-167.1pp |
| Employer contribution / active EE | $967 | $3,147-69.3% | $2,933-67.0% | $4,379-77.9% |
| Participant deferral / active EE | $3,070 | $5,118-40.0% | $4,709-34.8% | $6,730-54.4% |
| Admin fee / account holder | $64,794 | $7,736+737.6% | $7,244+794.4% | $14,365+351.0% |