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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 | $33,613 | $152,619-78.0% | $125,195-73.2% | $152,909-78.0% |
| Participation rate | 55.6% | 83.3%-27.8pp | 79.8%-24.2pp | 82.5%-26.9pp |
| Annual return | 0.58% | 54.85%-54.3pp | 43.79%-43.2pp | 345.46%-344.9pp |
| Employer contribution / active EE | $1,240 | $4,947-74.9% | $3,866-67.9% | $4,764-74.0% |
| Participant deferral / active EE | $2,361 | $5,869-59.8% | $4,937-52.2% | $5,851-59.7% |
| Admin fee / account holder | $28,846 | $13,437+114.7% | $9,704+197.3% | $11,601+148.7% |