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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 | $36,388 | $89,259-59.2% | $107,187-66.1% | $82,637-56.0% |
| Participation rate | 59.0% | 67.9%-9.0pp | 75.0%-16.0pp | 68.1%-9.1pp |
| Annual return | 12.61% | 21.02%-8.4pp | 204.55%-191.9pp | 53.51%-40.9pp |
| Employer contribution / active EE | $1,504 | $3,080-51.2% | $3,782-60.2% | $2,552-41.1% |
| Participant deferral / active EE | $2,353 | $4,037-41.7% | $5,096-53.8% | $4,126-43.0% |
| Admin fee / account holder | $26,505 | $7,381+259.1% | $9,162+189.3% | $7,339+261.2% |