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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 | $56,535 | $149,040-62.1% | $120,225-53.0% | $137,256-58.8% |
| Participation rate | 52.6% | 75.4%-22.8pp | 69.6%-16.9pp | 80.0%-27.3pp |
| Annual return | 9.05% | 605.68%-596.6pp | 439.23%-430.2pp | 220.34%-211.3pp |
| Employer contribution / active EE | $1,088 | $4,350-75.0% | $3,475-68.7% | $4,156-73.8% |
| Participant deferral / active EE | $1,847 | $4,655-60.3% | $3,999-53.8% | $6,407-71.2% |
| Admin fee / account holder | $28,171 | $6,348+343.8% | $5,696+394.5% | $12,270+129.6% |