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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 | $38,357 | $72,071-46.8% | $68,368-43.9% | $137,256-72.1% |
| Participation rate | 56.3% | 76.2%-20.0pp | 73.8%-17.5pp | 80.0%-23.7pp |
| Annual return | 11.20% | 353.14%-341.9pp | 292.57%-281.4pp | 220.34%-209.1pp |
| Employer contribution / active EE | $1,923 | $2,788-31.0% | $2,649-27.4% | $4,156-53.7% |
| Participant deferral / active EE | $4,081 | $4,410-7.5% | $4,123-1.0% | $6,407-36.3% |
| Admin fee / account holder | $14,277 | $5,336+167.6% | $5,150+177.2% | $12,270+16.4% |