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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 | $29,857 | $111,535-73.2% | $105,223-71.6% | $137,256-78.2% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 5.50% | 237.85%-232.4pp | 180.65%-175.2pp | 220.34%-214.8pp |
| Employer contribution / active EE | $2,397 | $3,939-39.2% | $3,689-35.0% | $4,156-42.3% |
| Participant deferral / active EE | $2,397 | $5,500-56.4% | $5,072-52.7% | $6,407-62.6% |
| Admin fee / account holder | $38,843 | $9,721+299.6% | $8,859+338.5% | $12,270+216.6% |