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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 | $39,953 | $99,031-59.7% | $86,597-53.9% | $147,585-72.9% |
| Participation rate | 50.0% | 76.3%-26.3pp | 73.5%-23.5pp | 82.8%-32.8pp |
| Annual return | 7.87% | 1312.56%-1304.7pp | 964.96%-957.1pp | 578.57%-570.7pp |
| Employer contribution / active EE | $1,819 | $3,132-41.9% | $2,840-36.0% | $4,876-62.7% |
| Participant deferral / active EE | $2,780 | $3,972-30.0% | $3,609-23.0% | $5,439-48.9% |
| Admin fee / account holder | $25,479 | $5,711+346.2% | $4,906+419.4% | $10,885+134.1% |