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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 | $58,163 | $88,754-34.5% | $81,820-28.9% | $145,877-60.1% |
| Participation rate | 14.3% | 75.1%-60.8pp | 72.4%-58.1pp | 80.3%-66.0pp |
| Annual return | 3.62% | 1031.77%-1028.1pp | 777.93%-774.3pp | 551.28%-547.7pp |
| Employer contribution / active EE | $2,278 | $3,085-26.2% | $2,915-21.8% | $4,663-51.1% |
| Participant deferral / active EE | $5,711 | $4,648+22.9% | $4,323+32.1% | $6,691-14.6% |
| Admin fee / account holder | $28,816 | $8,424+242.1% | $7,391+289.9% | $13,402+115.0% |