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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 | $58,258-44.2% | $81,820-60.2% | $80,925-59.8% |
| Participation rate | 43.6% | 63.5%-19.9pp | 72.4%-28.8pp | 67.7%-24.1pp |
| Annual return | 10.47% | 41.76%-31.3pp | 777.93%-767.5pp | 35.65%-25.2pp |
| Employer contribution / active EE | $2,091 | $2,345-10.9% | $2,915-28.3% | $2,756-24.1% |
| Participant deferral / active EE | $3,996 | $3,284+21.7% | $4,323-7.5% | $4,299-7.0% |
| Admin fee / account holder | $49,861 | $4,976+902.0% | $7,391+574.7% | $6,940+618.5% |