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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 | $42,539 | $111,535-61.9% | $105,223-59.6% | $137,256-69.0% |
| Participation rate | 33.3% | 78.1%-44.8pp | 75.0%-41.7pp | 80.0%-46.6pp |
| Annual return | 7.12% | 237.85%-230.7pp | 180.65%-173.5pp | 220.34%-213.2pp |
| Employer contribution / active EE | $1,248 | $3,939-68.3% | $3,689-66.2% | $4,156-70.0% |
| Participant deferral / active EE | $3,120 | $5,500-43.3% | $5,072-38.5% | $6,407-51.3% |
| Admin fee / account holder | $580,000 | $9,721+5866.2% | $8,859+6447.2% | $12,270+4626.9% |