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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 | $38,678 | $100,938-61.7% | $90,461-57.2% | $158,982-75.7% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 5.23% | 1727.20%-1722.0pp | 1294.76%-1289.5pp | 302.99%-297.8pp |
| Employer contribution / active EE | $2,406 | $3,691-34.8% | $3,264-26.3% | $4,763-49.5% |
| Participant deferral / active EE | $3,467 | $4,350-20.3% | $3,964-12.5% | $5,983-42.1% |
| Admin fee / account holder | $29,293 | $6,510+350.0% | $5,617+421.5% | $11,252+160.3% |