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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 | $21,192 | $90,489-76.6% | $76,051-72.1% | $145,978-85.5% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 3.05% | 622.78%-619.7pp | 360.42%-357.4pp | 550.52%-547.5pp |
| Employer contribution / active EE | $1,108 | $3,319-66.6% | $2,690-58.8% | $4,662-76.2% |
| Participant deferral / active EE | $4,155 | $5,164-19.5% | $4,257-2.4% | $6,690-37.9% |
| Admin fee / account holder | $39,966 | $8,374+377.2% | $6,416+522.9% | $13,400+198.2% |