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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 | $31,591 | $103,038-69.3% | $90,324-65.0% | $152,909-79.3% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 8.16% | 95.25%-87.1pp | 78.15%-70.0pp | 345.46%-337.3pp |
| Employer contribution / active EE | $298 | $3,141-90.5% | $2,856-89.6% | $4,764-93.7% |
| Participant deferral / active EE | $912 | $4,282-78.7% | $3,885-76.5% | $5,851-84.4% |
| Admin fee / account holder | $19,366 | $6,177+213.5% | $5,356+261.6% | $11,601+66.9% |