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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 | $36,080 | $96,678-62.7% | $86,640-58.4% | $139,466-74.1% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 6.67% | 106.69%-100.0pp | 592.52%-585.8pp | 373.66%-367.0pp |
| Employer contribution / active EE | $1,520 | $3,265-53.5% | $3,024-49.8% | $4,754-68.0% |
| Participant deferral / active EE | $2,850 | $4,837-41.1% | $4,438-35.8% | $6,712-57.5% |
| Admin fee / account holder | $63,695 | $6,410+893.7% | $5,616+1034.2% | $11,409+458.3% |