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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 | $28,745 | $105,145-72.7% | $94,664-69.6% | $139,466-79.4% |
| Participation rate | 50.0% | 82.4%-32.4pp | 80.8%-30.8pp | 80.3%-30.3pp |
| Annual return | 6.24% | 38.09%-31.9pp | 156.84%-150.6pp | 373.66%-367.4pp |
| Employer contribution / active EE | $1,245 | $4,107-69.7% | $3,673-66.1% | $4,754-73.8% |
| Participant deferral / active EE | $4,027 | $7,599-47.0% | $7,417-45.7% | $6,712-40.0% |
| Admin fee / account holder | $139,474 | $8,972+1454.6% | $7,222+1831.4% | $11,409+1122.5% |