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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 | $39,510 | $72,071-45.2% | $68,368-42.2% | $137,256-71.2% |
| Participation rate | 45.5% | 76.2%-30.8pp | 73.8%-28.3pp | 80.0%-34.5pp |
| Annual return | 9.83% | 353.14%-343.3pp | 292.57%-282.7pp | 220.34%-210.5pp |
| Employer contribution / active EE | $876 | $2,788-68.6% | $2,649-66.9% | $4,156-78.9% |
| Participant deferral / active EE | $2,400 | $4,410-45.6% | $4,123-41.8% | $6,407-62.5% |
| Admin fee / account holder | $33,780 | $5,336+533.1% | $5,150+556.0% | $12,270+175.3% |