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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 | $26,868 | $88,754-69.7% | $81,820-67.2% | $145,877-81.6% |
| Participation rate | 42.9% | 75.1%-32.2pp | 72.4%-29.5pp | 80.3%-37.4pp |
| Annual return | 7.18% | 1031.77%-1024.6pp | 777.93%-770.8pp | 551.28%-544.1pp |
| Employer contribution / active EE | $1,964 | $3,085-36.3% | $2,915-32.6% | $4,663-57.9% |
| Participant deferral / active EE | $3,856 | $4,648-17.0% | $4,323-10.8% | $6,691-42.4% |
| Admin fee / account holder | $61,888 | $8,424+634.7% | $7,391+737.4% | $13,402+361.8% |