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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 | $39,325 | $70,121-43.9% | $63,803-38.4% | $138,895-71.7% |
| Participation rate | 50.0% | 77.2%-27.2pp | 72.7%-22.7pp | 79.9%-29.9pp |
| Annual return | 5.26% | 946.48%-941.2pp | 543.72%-538.5pp | 145.39%-140.1pp |
| Employer contribution / active EE | $1,516 | $2,882-47.4% | $2,532-40.1% | $4,194-63.9% |
| Participant deferral / active EE | $3,196 | $4,535-29.5% | $3,843-16.8% | $6,396-50.0% |
| Admin fee / account holder | $21,719 | $6,738+222.4% | $5,196+318.0% | $12,562+72.9% |