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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 | $28,095 | $88,754-68.3% | $81,820-65.7% | $145,877-80.7% |
| Participation rate | 57.1% | 75.1%-17.9pp | 72.4%-15.2pp | 80.3%-23.2pp |
| Annual return | 5.92% | 1031.77%-1025.8pp | 777.93%-772.0pp | 551.28%-545.4pp |
| Employer contribution / active EE | $1,684 | $3,085-45.4% | $2,915-42.2% | $4,663-63.9% |
| Participant deferral / active EE | $1,809 | $4,648-61.1% | $4,323-58.2% | $6,691-73.0% |
| Admin fee / account holder | $88,299 | $8,424+948.2% | $7,391+1094.8% | $13,402+558.8% |