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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 | $61,505 | $121,701-49.5% | $104,639-41.2% | $158,982-61.3% |
| Participation rate | 16.7% | 77.5%-60.9pp | 74.1%-57.4pp | 82.0%-65.3pp |
| Annual return | 1.92% | 465.72%-463.8pp | 340.67%-338.8pp | 302.99%-301.1pp |
| Employer contribution / active EE | $425 | $3,165-86.6% | $2,682-84.1% | $4,763-91.1% |
| Participant deferral / active EE | $1,889 | $4,176-54.8% | $3,738-49.5% | $5,983-68.4% |
| Admin fee / account holder | $84,710 | $7,778+989.1% | $6,465+1210.2% | $11,252+652.9% |