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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 | $88,815-34.5% | $81,882-29.0% | $145,897-60.1% |
| Participation rate | 14.3% | 75.1%-60.8pp | 72.4%-58.1pp | 80.3%-66.0pp |
| Annual return | 3.62% | 1033.75%-1030.1pp | 779.47%-775.9pp | 552.29%-548.7pp |
| Employer contribution / active EE | $2,278 | $3,086-26.2% | $2,916-21.9% | $4,663-51.1% |
| Participant deferral / active EE | $5,711 | $4,647+22.9% | $4,323+32.1% | $6,689-14.6% |
| Admin fee / account holder | $28,816 | $8,434+241.7% | $7,360+291.5% | $13,390+115.2% |