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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 | $30,665 | $72,071-57.5% | $68,368-55.1% | $137,256-77.7% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 6.46% | 353.14%-346.7pp | 292.57%-286.1pp | 220.34%-213.9pp |
| Employer contribution / active EE | $2,263 | $2,788-18.8% | $2,649-14.6% | $4,156-45.6% |
| Participant deferral / active EE | $3,968 | $4,410-10.0% | $4,123-3.8% | $6,407-38.1% |
| Admin fee / account holder | $36,973 | $5,336+593.0% | $5,150+617.9% | $12,270+201.3% |