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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 | $31,043 | $102,595-69.7% | $94,057-67.0% | $154,746-79.9% |
| Participation rate | 60.0% | 76.0%-16.0pp | 73.3%-13.3pp | 80.7%-20.7pp |
| Annual return | 2.68% | 583.42%-580.7pp | 480.62%-477.9pp | 172.34%-169.7pp |
| Employer contribution / active EE | $2,489 | $3,147-20.9% | $2,933-15.1% | $4,379-43.2% |
| Participant deferral / active EE | $3,507 | $5,118-31.5% | $4,709-25.5% | $6,730-47.9% |
| Admin fee / account holder | $39,748 | $7,736+413.8% | $7,244+448.7% | $14,365+176.7% |