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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 | $30,488 | $85,171-64.2% | $172,753-82.4% | $72,976-58.2% |
| Participation rate | 59.3% | 70.1%-10.8pp | 82.6%-23.4pp | 69.5%-10.2pp |
| Annual return | 4.22% | 27.32%-23.1pp | 803.00%-798.8pp | 81.02%-76.8pp |
| Employer contribution / active EE | $1,871 | $3,324-43.7% | $5,144-63.6% | $2,440-23.3% |
| Participant deferral / active EE | $1,868 | $3,260-42.7% | $5,198-64.1% | $3,608-48.2% |
| Admin fee / account holder | $17,117 | $5,880+191.1% | $13,956+22.7% | $5,124+234.0% |