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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 | $30,820 | $124,351-75.2% | $109,188-71.8% | $167,553-81.6% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.9%-25.9pp | 82.1%-32.1pp |
| Annual return | 8.60% | 26.04%-17.4pp | 25.76%-17.2pp | 478.89%-470.3pp |
| Employer contribution / active EE | $3,310 | $4,210-21.4% | $3,723-11.1% | $4,840-31.6% |
| Participant deferral / active EE | $0 | $5,257-100.0% | $4,654-100.0% | $6,343-100.0% |
| Admin fee / account holder | $4,962 | $7,975-37.8% | $6,755-26.5% | $12,316-59.7% |