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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 | $58,782 | $101,618-42.2% | $93,063-36.8% | $137,256-57.2% |
| Participation rate | 55.6% | 74.9%-19.4pp | 72.1%-16.6pp | 80.0%-24.4pp |
| Annual return | 8.63% | 223.95%-215.3pp | 34.15%-25.5pp | 220.34%-211.7pp |
| Employer contribution / active EE | $1,241 | $2,707-54.2% | $2,476-49.9% | $4,156-70.2% |
| Participant deferral / active EE | $2,490 | $4,279-41.8% | $3,958-37.1% | $6,407-61.1% |
| Admin fee / account holder | $29,197 | $6,198+371.0% | $6,033+383.9% | $12,270+138.0% |