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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 | $32,532 | $58,234-44.1% | $81,783-60.2% | $80,874-59.8% |
| Participation rate | 43.6% | 63.4%-19.8pp | 72.4%-28.8pp | 67.6%-24.1pp |
| Annual return | 10.47% | 41.70%-31.2pp | 775.05%-764.6pp | 35.62%-25.1pp |
| Employer contribution / active EE | $2,091 | $2,341-10.7% | $2,913-28.2% | $2,756-24.1% |
| Participant deferral / active EE | $3,996 | $3,283+21.7% | $4,320-7.5% | $4,297-7.0% |
| Admin fee / account holder | $49,861 | $4,982+900.9% | $7,380+575.6% | $6,935+619.0% |