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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 | $31,331 | $70,366-55.5% | $66,674-53.0% | $138,895-77.4% |
| Participation rate | 57.1% | 76.2%-19.0pp | 73.7%-16.5pp | 79.9%-22.8pp |
| Annual return | 7.05% | 386.41%-379.4pp | 321.24%-314.2pp | 145.39%-138.3pp |
| Employer contribution / active EE | $1,322 | $2,765-52.2% | $2,620-49.5% | $4,194-68.5% |
| Participant deferral / active EE | $1,534 | $4,374-64.9% | $4,084-62.4% | $6,396-76.0% |
| Admin fee / account holder | $20,409 | $5,262+287.8% | $5,098+300.3% | $12,562+62.5% |