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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 | $82,534 | $109,872-24.9% | $98,483-16.2% | $167,536-50.7% |
| Participation rate | 37.5% | 75.8%-38.3pp | 73.3%-35.8pp | 82.1%-44.6pp |
| Annual return | 5.50% | 1959.31%-1953.8pp | 1494.38%-1488.9pp | 478.82%-473.3pp |
| Employer contribution / active EE | $1,526 | $3,225-52.7% | $2,961-48.5% | $4,839-68.5% |
| Participant deferral / active EE | $4,576 | $4,673-2.1% | $4,276+7.0% | $6,342-27.8% |
| Admin fee / account holder | $368,375 | $6,757+5351.6% | $5,953+6088.4% | $12,315+2891.4% |