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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 | $3,490 | $72,071-95.2% | $68,368-94.9% | $137,256-97.5% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 3.17% | 353.14%-350.0pp | 292.57%-289.4pp | 220.34%-217.2pp |
| Employer contribution / active EE | $1,081 | $2,788-61.2% | $2,649-59.2% | $4,156-74.0% |
| Participant deferral / active EE | $14,233 | $4,410+222.7% | $4,123+245.2% | $6,407+122.1% |
| Admin fee / account holder | $92,285 | $5,336+1629.6% | $5,150+1692.0% | $12,270+652.1% |