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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 | $103,650 | $160,028-35.2% | $147,080-29.5% | $145,884-29.0% |
| Participation rate | 55.6% | 84.0%-28.5pp | 82.2%-26.6pp | 80.3%-24.7pp |
| Annual return | 3.93% | 98.60%-94.7pp | 420.17%-416.2pp | 551.85%-547.9pp |
| Employer contribution / active EE | $1,852 | $5,286-65.0% | $4,933-62.5% | $4,662-60.3% |
| Participant deferral / active EE | $4,151 | $8,422-50.7% | $8,066-48.5% | $6,690-37.9% |
| Admin fee / account holder | $118,078 | $15,030+685.6% | $12,989+809.1% | $13,392+781.7% |