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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 | $38,087 | $72,071-47.2% | $68,368-44.3% | $137,256-72.3% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 6.57% | 353.14%-346.6pp | 292.57%-286.0pp | 220.34%-213.8pp |
| Employer contribution / active EE | $2,505 | $2,788-10.1% | $2,649-5.4% | $4,156-39.7% |
| Participant deferral / active EE | $7,880 | $4,410+78.7% | $4,123+91.1% | $6,407+23.0% |
| Admin fee / account holder | $13,968 | $5,336+161.8% | $5,150+171.2% | $12,270+13.8% |