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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 | $59,785 | $112,935-47.1% | $90,970-34.3% | $158,966-62.4% |
| Participation rate | 33.3% | 74.7%-41.4pp | 69.0%-35.7pp | 82.0%-48.6pp |
| Annual return | 3.44% | 215.79%-212.3pp | 134.58%-131.1pp | 302.95%-299.5pp |
| Employer contribution / active EE | $610 | $2,895-78.9% | $2,122-71.3% | $4,762-87.2% |
| Participant deferral / active EE | $3,198 | $4,129-22.5% | $3,373-5.2% | $5,983-46.5% |
| Admin fee / account holder | $40,142 | $8,045+399.0% | $5,960+573.5% | $11,250+256.8% |