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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 | $50,336 | $72,071-30.2% | $68,368-26.4% | $137,256-63.3% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.0%-46.6pp |
| Annual return | 10.08% | 353.14%-343.1pp | 292.57%-282.5pp | 220.34%-210.3pp |
| Employer contribution / active EE | $1,002 | $2,788-64.1% | $2,649-62.2% | $4,156-75.9% |
| Participant deferral / active EE | $1,399 | $4,410-68.3% | $4,123-66.1% | $6,407-78.2% |
| Admin fee / account holder | $13,324 | $5,336+149.7% | $5,150+158.7% | $12,270+8.6% |