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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 | $42,386 | $110,039-61.5% | $97,260-56.4% | $145,884-70.9% |
| Participation rate | 30.8% | 75.9%-45.1pp | 72.7%-41.9pp | 80.3%-49.5pp |
| Annual return | 3.76% | 244.44%-240.7pp | 75.54%-71.8pp | 551.85%-548.1pp |
| Employer contribution / active EE | $1,255 | $3,074-59.2% | $2,721-53.9% | $4,662-73.1% |
| Participant deferral / active EE | $1,255 | $4,674-73.1% | $4,262-70.6% | $6,690-81.2% |
| Admin fee / account holder | $41,242 | $6,204+564.8% | $5,640+631.3% | $13,392+208.0% |