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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 | $3,812 | $72,071-94.7% | $68,368-94.4% | $137,256-97.2% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 8.75% | 353.14%-344.4pp | 292.57%-283.8pp | 220.34%-211.6pp |
| Employer contribution / active EE | $1,995 | $2,788-28.4% | $2,649-24.7% | $4,156-52.0% |
| Participant deferral / active EE | $5,653 | $4,410+28.2% | $4,123+37.1% | $6,407-11.8% |
| Admin fee / account holder | $129,901 | $5,336+2334.6% | $5,150+2422.4% | $12,270+958.7% |