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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 | $28,341 | $112,915-74.9% | $90,965-68.8% | $158,950-82.2% |
| Participation rate | 55.0% | 74.7%-19.7pp | 69.0%-14.0pp | 82.0%-27.0pp |
| Annual return | 1.76% | 215.75%-214.0pp | 134.57%-132.8pp | 302.91%-301.1pp |
| Employer contribution / active EE | $1,191 | $2,894-58.9% | $2,122-43.9% | $4,762-75.0% |
| Participant deferral / active EE | $1,501 | $4,128-63.6% | $3,373-55.5% | $5,983-74.9% |
| Admin fee / account holder | $85,930 | $8,044+968.3% | $5,960+1341.8% | $11,248+663.9% |