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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 | $12,230 | $72,071-83.0% | $68,368-82.1% | $137,256-91.1% |
| Participation rate | 20.0% | 76.2%-56.2pp | 73.8%-53.8pp | 80.0%-60.0pp |
| Annual return | 2.24% | 353.14%-350.9pp | 292.57%-290.3pp | 220.34%-218.1pp |
| Employer contribution / active EE | $3,646 | $2,788+30.8% | $2,649+37.6% | $4,156-12.3% |
| Participant deferral / active EE | $1,672 | $4,410-62.1% | $4,123-59.4% | $6,407-73.9% |
| Admin fee / account holder | $198,223 | $5,336+3615.1% | $5,150+3749.1% | $12,270+1515.5% |