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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 | $33,787 | $91,037-62.9% | $71,671-52.9% | $147,586-77.1% |
| Participation rate | 66.7% | 76.1%-9.5pp | 68.7%-2.1pp | 82.8%-16.2pp |
| Annual return | 6.93% | 20.48%-13.5pp | 20.65%-13.7pp | 578.59%-571.7pp |
| Employer contribution / active EE | $1,989 | $3,327-40.2% | $2,460-19.2% | $4,876-59.2% |
| Participant deferral / active EE | $2,668 | $4,498-40.7% | $3,438-22.4% | $5,439-50.9% |
| Admin fee / account holder | $76,696 | $8,613+790.5% | $5,558+1279.8% | $10,886+604.6% |