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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 | $35,232 | $109,872-67.9% | $98,483-64.2% | $167,536-79.0% |
| Participation rate | 33.3% | 75.8%-42.5pp | 73.3%-40.0pp | 82.1%-48.8pp |
| Annual return | 8.37% | 1959.31%-1950.9pp | 1494.38%-1486.0pp | 478.82%-470.4pp |
| Employer contribution / active EE | $1,173 | $3,225-63.6% | $2,961-60.4% | $4,839-75.8% |
| Participant deferral / active EE | $1,088 | $4,673-76.7% | $4,276-74.6% | $6,342-82.8% |
| Admin fee / account holder | $106,983 | $6,757+1483.2% | $5,953+1697.2% | $12,315+768.7% |