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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 | $27,368 | $166,268-83.5% | $165,100-83.4% | $145,897-81.2% |
| Participation rate | 61.9% | 82.0%-20.1pp | 78.6%-16.7pp | 80.3%-18.4pp |
| Annual return | 3.92% | 100.52%-96.6pp | 70.21%-66.3pp | 552.29%-548.4pp |
| Employer contribution / active EE | $1,813 | $5,284-65.7% | $4,348-58.3% | $4,663-61.1% |
| Participant deferral / active EE | $3,269 | $6,964-53.1% | $6,035-45.8% | $6,689-51.1% |
| Admin fee / account holder | $58,289 | $16,659+249.9% | $12,696+359.1% | $13,390+335.3% |