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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 | $34,644 | $99,652-65.2% | $78,778-56.0% | $147,586-76.5% |
| Participation rate | 69.2% | 76.2%-7.0pp | 69.2%0pp | 82.8%-13.6pp |
| Annual return | 0.67% | 47.28%-46.6pp | 35.62%-34.9pp | 578.59%-577.9pp |
| Employer contribution / active EE | $2,275 | $2,796-18.6% | $1,986+14.6% | $4,876-53.3% |
| Participant deferral / active EE | $4,710 | $3,664+28.6% | $2,958+59.2% | $5,439-13.4% |
| Admin fee / account holder | $33,411 | $7,155+366.9% | $5,134+550.8% | $10,886+206.9% |