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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 | $35,611 | $73,546-51.6% | $63,018-43.5% | $147,586-75.9% |
| Participation rate | 27.3% | 77.9%-50.6pp | 74.8%-47.5pp | 82.8%-55.6pp |
| Annual return | 6.37% | 175.56%-169.2pp | 87.62%-81.3pp | 578.59%-572.2pp |
| Employer contribution / active EE | $1,207 | $3,324-63.7% | $2,761-56.3% | $4,876-75.2% |
| Participant deferral / active EE | $1,858 | $4,185-55.6% | $3,330-44.2% | $5,439-65.8% |
| Admin fee / account holder | $67,785 | $5,956+1038.1% | $3,601+1782.5% | $10,886+522.7% |