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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 | $36,627 | $102,595-64.3% | $94,057-61.1% | $154,746-76.3% |
| Participation rate | 58.8% | 76.0%-17.2pp | 73.3%-14.5pp | 80.7%-21.9pp |
| Annual return | 6.33% | 583.42%-577.1pp | 480.62%-474.3pp | 172.34%-166.0pp |
| Employer contribution / active EE | $1,068 | $3,147-66.1% | $2,933-63.6% | $4,379-75.6% |
| Participant deferral / active EE | $2,486 | $5,118-51.4% | $4,709-47.2% | $6,730-63.1% |
| Admin fee / account holder | $24,286 | $7,736+213.9% | $7,244+235.2% | $14,365+69.1% |