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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 | $31,743 | $111,535-71.5% | $105,223-69.8% | $137,256-76.9% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 5.58% | 237.85%-232.3pp | 180.65%-175.1pp | 220.34%-214.8pp |
| Employer contribution / active EE | $1,843 | $3,939-53.2% | $3,689-50.0% | $4,156-55.7% |
| Participant deferral / active EE | $2,480 | $5,500-54.9% | $5,072-51.1% | $6,407-61.3% |
| Admin fee / account holder | $23,950 | $9,721+146.4% | $8,859+170.4% | $12,270+95.2% |