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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 | $25,255 | $72,396-65.1% | $67,511-62.6% | $145,959-82.7% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 4.97% | 7194.07%-7189.1pp | 3517.41%-3512.4pp | 561.95%-557.0pp |
| Employer contribution / active EE | $1,652 | $3,071-46.2% | $2,733-39.5% | $4,661-64.5% |
| Participant deferral / active EE | $3,354 | $4,781-29.8% | $4,000-16.1% | $6,689-49.8% |
| Admin fee / account holder | $4,315 | $5,538-22.1% | $3,999+7.9% | $13,398-67.8% |