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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 | $31,696 | $72,071-56.0% | $68,368-53.6% | $137,256-76.9% |
| Participation rate | 57.1% | 76.2%-19.1pp | 73.8%-16.6pp | 80.0%-22.8pp |
| Annual return | 10.86% | 353.14%-342.3pp | 292.57%-281.7pp | 220.34%-209.5pp |
| Employer contribution / active EE | $1,037 | $2,788-62.8% | $2,649-60.8% | $4,156-75.0% |
| Participant deferral / active EE | $2,078 | $4,410-52.9% | $4,123-49.6% | $6,407-67.6% |
| Admin fee / account holder | $13,582 | $5,336+154.6% | $5,150+163.7% | $12,270+10.7% |