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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 | $72,071-56.9% | $68,368-54.6% | $137,256-77.4% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | 2.68% | 353.14%-350.5pp | 292.57%-289.9pp | 220.34%-217.7pp |
| Employer contribution / active EE | $2,489 | $2,788-10.7% | $2,649-6.0% | $4,156-40.1% |
| Participant deferral / active EE | $3,507 | $4,410-20.5% | $4,123-14.9% | $6,407-45.3% |
| Admin fee / account holder | $39,748 | $5,336+645.0% | $5,150+671.8% | $12,270+223.9% |