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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 | $39,955 | $108,882-63.3% | $96,754-58.7% | $154,746-74.2% |
| Participation rate | 50.0% | 75.1%-25.1pp | 70.3%-20.3pp | 80.7%-30.7pp |
| Annual return | 7.33% | 98.39%-91.1pp | 82.04%-74.7pp | 172.34%-165.0pp |
| Employer contribution / active EE | $1,207 | $3,018-60.0% | $2,679-55.0% | $4,379-72.4% |
| Participant deferral / active EE | $4,699 | $5,323-11.7% | $4,758-1.2% | $6,730-30.2% |
| Admin fee / account holder | $91,984 | $10,200+801.8% | $8,905+933.0% | $14,365+540.3% |