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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 | $31,756 | $103,392-69.3% | $87,104-63.5% | $152,897-79.2% |
| Participation rate | 62.5% | 79.4%-16.9pp | 76.9%-14.4pp | 82.5%-20.0pp |
| Annual return | 9.90% | 28.10%-18.2pp | 28.19%-18.3pp | 345.43%-335.5pp |
| Employer contribution / active EE | $1,397 | $3,221-56.6% | $2,521-44.6% | $4,764-70.7% |
| Participant deferral / active EE | $2,991 | $4,778-37.4% | $4,048-26.1% | $5,851-48.9% |
| Admin fee / account holder | $53,876 | $12,194+341.8% | $7,491+619.2% | $11,599+364.5% |