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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 | $30,922 | $103,000-70.0% | $90,300-65.8% | $152,885-79.8% |
| Participation rate | 69.2% | 75.9%-6.6pp | 73.3%-4.0pp | 82.5%-13.2pp |
| Annual return | 0.40% | 95.19%-94.8pp | 78.11%-77.7pp | 345.39%-345.0pp |
| Employer contribution / active EE | $1,931 | $3,138-38.5% | $2,854-32.4% | $4,763-59.5% |
| Participant deferral / active EE | $2,048 | $4,281-52.2% | $3,884-47.3% | $5,851-65.0% |
| Admin fee / account holder | $41,487 | $6,173+572.0% | $5,353+675.0% | $11,598+257.7% |