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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 | $31,951 | $183,539-82.6% | $155,556-79.5% | $145,897-78.1% |
| Participation rate | 20.0% | 82.7%-62.7pp | 78.2%-58.2pp | 80.3%-60.3pp |
| Annual return | 1.56% | 61.31%-59.8pp | 64.84%-63.3pp | 552.29%-550.7pp |
| Employer contribution / active EE | $3,612 | $5,315-32.0% | $4,675-22.7% | $4,663-22.5% |
| Participant deferral / active EE | $3,612 | $6,467-44.1% | $5,631-35.8% | $6,689-46.0% |
| Admin fee / account holder | $88,240 | $19,275+357.8% | $15,885+455.5% | $13,390+559.0% |