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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 | $20,504 | $103,038-80.1% | $90,324-77.3% | $152,909-86.6% |
| Participation rate | 50.0% | 75.9%-25.9pp | 73.3%-23.3pp | 82.5%-32.5pp |
| Annual return | 2.74% | 95.25%-92.5pp | 78.15%-75.4pp | 345.46%-342.7pp |
| Employer contribution / active EE | $1,192 | $3,141-62.0% | $2,856-58.3% | $4,764-75.0% |
| Participant deferral / active EE | $3,307 | $4,282-22.8% | $3,885-14.9% | $5,851-43.5% |
| Admin fee / account holder | $58,634 | $6,177+849.2% | $5,356+994.8% | $11,601+405.4% |