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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 | $31,319 | $110,410-71.6% | $102,437-69.4% | $145,897-78.5% |
| Participation rate | 33.3% | 77.9%-44.6pp | 74.5%-41.2pp | 80.3%-47.0pp |
| Annual return | 6.60% | 24.85%-18.3pp | 24.95%-18.4pp | 552.29%-545.7pp |
| Employer contribution / active EE | $1,393 | $4,217-67.0% | $3,871-64.0% | $4,663-70.1% |
| Participant deferral / active EE | $4,028 | $5,622-28.4% | $5,060-20.4% | $6,689-39.8% |
| Admin fee / account holder | $46,882 | $9,745+381.1% | $8,388+458.9% | $13,390+250.1% |