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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 | $31,530 | $176,077-82.1% | $159,455-80.2% | $167,518-81.2% |
| Participation rate | 60.0% | 84.9%-24.9pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 9.56% | 331.83%-322.3pp | 263.63%-254.1pp | 478.71%-469.1pp |
| Employer contribution / active EE | $1,279 | $5,298-75.9% | $4,830-73.5% | $4,838-73.6% |
| Participant deferral / active EE | $3,429 | $7,751-55.8% | $7,353-53.4% | $6,342-45.9% |
| Admin fee / account holder | $19,297 | $12,556+53.7% | $10,800+78.7% | $12,312+56.7% |