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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 | $88,778-68.4% | $81,844-65.7% | $145,884-80.7% |
| Participation rate | 57.1% | 75.1%-17.9pp | 72.4%-15.2pp | 80.3%-23.2pp |
| Annual return | 5.92% | 1033.03%-1027.1pp | 778.87%-773.0pp | 551.85%-545.9pp |
| Employer contribution / active EE | $1,684 | $3,087-45.4% | $2,916-42.2% | $4,662-63.9% |
| Participant deferral / active EE | $1,809 | $4,648-61.1% | $4,323-58.2% | $6,690-73.0% |
| Admin fee / account holder | $88,299 | $8,430+947.4% | $7,355+1100.4% | $13,392+559.3% |