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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 | $24,263 | $72,071-66.3% | $68,368-64.5% | $137,256-82.3% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 13.15% | 353.14%-340.0pp | 292.57%-279.4pp | 220.34%-207.2pp |
| Employer contribution / active EE | $1,983 | $2,788-28.9% | $2,649-25.2% | $4,156-52.3% |
| Participant deferral / active EE | $3,195 | $4,410-27.5% | $4,123-22.5% | $6,407-50.1% |
| Admin fee / account holder | $19,301 | $5,336+261.7% | $5,150+274.8% | $12,270+57.3% |