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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 | $38,905 | $111,535-65.1% | $105,223-63.0% | $137,256-71.7% |
| Participation rate | 30.0% | 78.1%-48.1pp | 75.0%-45.0pp | 80.0%-50.0pp |
| Annual return | 10.78% | 237.85%-227.1pp | 180.65%-169.9pp | 220.34%-209.6pp |
| Employer contribution / active EE | $2,666 | $3,939-32.3% | $3,689-27.7% | $4,156-35.9% |
| Participant deferral / active EE | $4,300 | $5,500-21.8% | $5,072-15.2% | $6,407-32.9% |
| Admin fee / account holder | $53,438 | $9,721+449.7% | $8,859+503.2% | $12,270+335.5% |