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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 | $59,845 | $103,008-41.9% | $90,304-33.7% | $152,897-60.9% |
| Participation rate | 33.3% | 75.9%-42.5pp | 73.3%-39.9pp | 82.5%-49.1pp |
| Annual return | 4.23% | 95.22%-91.0pp | 78.13%-73.9pp | 345.43%-341.2pp |
| Employer contribution / active EE | $230 | $3,139-92.7% | $2,855-91.9% | $4,764-95.2% |
| Participant deferral / active EE | $1,111 | $4,281-74.1% | $3,885-71.4% | $5,851-81.0% |
| Admin fee / account holder | $12,838 | $6,175+107.9% | $5,354+139.8% | $11,599+10.7% |