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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 | $20,787 | $101,618-79.5% | $93,063-77.7% | $137,256-84.9% |
| Participation rate | 33.3% | 74.9%-41.6pp | 72.1%-38.8pp | 80.0%-46.6pp |
| Annual return | 6.02% | 223.95%-217.9pp | 34.15%-28.1pp | 220.34%-214.3pp |
| Employer contribution / active EE | $1,129 | $2,707-58.3% | $2,476-54.4% | $4,156-72.8% |
| Participant deferral / active EE | $3,832 | $4,279-10.4% | $3,958-3.2% | $6,407-40.2% |
| Admin fee / account holder | $340,976 | $6,198+5401.0% | $6,033+5551.6% | $12,270+2678.9% |