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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 | $31,249 | $61,125-48.9% | $94,057-66.8% | $87,485-64.3% |
| Participation rate | 38.5% | 64.1%-25.6pp | 73.3%-34.9pp | 68.9%-30.5pp |
| Annual return | 10.61% | 35.20%-24.6pp | 480.62%-470.0pp | 26.06%-15.5pp |
| Employer contribution / active EE | $2,106 | $2,136-1.4% | $2,933-28.2% | $2,596-18.9% |
| Participant deferral / active EE | $2,166 | $3,260-33.6% | $4,709-54.0% | $4,274-49.3% |
| Admin fee / account holder | $2,415 | $5,629-57.1% | $7,244-66.7% | $7,775-68.9% |