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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 | $33,806 | $91,198-62.9% | $178,503-81.1% | $79,856-57.7% |
| Participation rate | 62.2% | 69.2%-7.1pp | 81.9%-19.8pp | 69.6%-7.5pp |
| Annual return | 9.03% | 24.20%-15.2pp | 151.12%-142.1pp | 31.71%-22.7pp |
| Employer contribution / active EE | $1,221 | $3,257-62.5% | $5,011-75.6% | $2,471-50.6% |
| Participant deferral / active EE | $2,720 | $3,237-16.0% | $5,202-47.7% | $3,741-27.3% |
| Admin fee / account holder | $11,582 | $6,748+71.6% | $13,987-17.2% | $5,306+118.3% |