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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 | $18,856 | $111,535-83.1% | $105,223-82.1% | $137,256-86.3% |
| Participation rate | 33.3% | 78.1%-44.8pp | 75.0%-41.7pp | 80.0%-46.6pp |
| Annual return | 10.05% | 237.85%-227.8pp | 180.65%-170.6pp | 220.34%-210.3pp |
| Employer contribution / active EE | $1,323 | $3,939-66.4% | $3,689-64.1% | $4,156-68.2% |
| Participant deferral / active EE | $4,981 | $5,500-9.4% | $5,072-1.8% | $6,407-22.3% |
| Admin fee / account holder | $45,140 | $9,721+364.3% | $8,859+409.5% | $12,270+267.9% |