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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 | $37,926 | $88,754-57.3% | $81,820-53.6% | $145,877-74.0% |
| Participation rate | 63.6% | 75.1%-11.4pp | 72.4%-8.7pp | 80.3%-16.7pp |
| Annual return | 4.38% | 1031.77%-1027.4pp | 777.93%-773.6pp | 551.28%-546.9pp |
| Employer contribution / active EE | $1,023 | $3,085-66.8% | $2,915-64.9% | $4,663-78.1% |
| Participant deferral / active EE | $6,998 | $4,648+50.6% | $4,323+61.9% | $6,691+4.6% |
| Admin fee / account holder | $64,541 | $8,424+666.2% | $7,391+773.3% | $13,402+381.6% |