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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 | $28,172 | $165,361-83.0% | $149,715-81.2% | $158,950-82.3% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 0.58% | 348.24%-347.7pp | 276.66%-276.1pp | 302.91%-302.3pp |
| Employer contribution / active EE | $4,168 | $5,103-18.3% | $4,645-10.3% | $4,762-12.5% |
| Participant deferral / active EE | $9,681 | $7,182+34.8% | $6,842+41.5% | $5,983+61.8% |
| Admin fee / account holder | $1,388 | $10,808-87.2% | $9,310-85.1% | $11,248-87.7% |