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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 | $35,995 | $100,911-64.3% | $90,440-60.2% | $158,966-77.4% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.7%-22.7pp | 82.0%-32.0pp |
| Annual return | 4.47% | 1726.62%-1722.2pp | 1294.38%-1289.9pp | 302.95%-298.5pp |
| Employer contribution / active EE | $1,500 | $3,690-59.4% | $3,263-54.0% | $4,762-68.5% |
| Participant deferral / active EE | $1,500 | $4,348-65.5% | $3,964-62.2% | $5,983-74.9% |
| Admin fee / account holder | $10,326 | $6,507+58.7% | $5,615+83.9% | $11,250-8.2% |