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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 | $33,278 | $96,691-65.6% | $86,656-61.6% | $139,487-76.1% |
| Participation rate | 50.0% | 74.4%-24.4pp | 71.7%-21.7pp | 80.3%-30.3pp |
| Annual return | 6.79% | 106.87%-100.1pp | 593.09%-586.3pp | 373.84%-367.1pp |
| Employer contribution / active EE | $1,800 | $3,267-44.9% | $3,025-40.5% | $4,755-62.1% |
| Participant deferral / active EE | $10,250 | $4,838+111.9% | $4,439+130.9% | $6,713+52.7% |
| Admin fee / account holder | $60,598 | $6,414+844.7% | $5,619+978.5% | $11,407+431.2% |