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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 | $30,820 | $72,071-57.2% | $68,368-54.9% | $137,256-77.5% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 12.99% | 353.14%-340.2pp | 292.57%-279.6pp | 220.34%-207.4pp |
| Employer contribution / active EE | $1,230 | $2,788-55.9% | $2,649-53.6% | $4,156-70.4% |
| Participant deferral / active EE | $9,519 | $4,410+115.9% | $4,123+130.9% | $6,407+48.6% |
| Admin fee / account holder | $19,267 | $5,336+261.1% | $5,150+274.1% | $12,270+57.0% |