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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 | $40,624 | $111,535-63.6% | $105,223-61.4% | $137,256-70.4% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 7.15% | 237.85%-230.7pp | 180.65%-173.5pp | 220.34%-213.2pp |
| Employer contribution / active EE | $1,496 | $3,939-62.0% | $3,689-59.5% | $4,156-64.0% |
| Participant deferral / active EE | $2,472 | $5,500-55.1% | $5,072-51.3% | $6,407-61.4% |
| Admin fee / account holder | $36,188 | $9,721+272.3% | $8,859+308.5% | $12,270+194.9% |