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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 | $51,598 | $184,000-72.0% | $162,185-68.2% | $152,909-66.3% |
| Participation rate | 66.7% | 88.5%-21.8pp | 87.6%-20.9pp | 82.5%-15.8pp |
| Annual return | 3.01% | 150.80%-147.8pp | 115.61%-112.6pp | 345.46%-342.5pp |
| Employer contribution / active EE | $3,582 | $6,370-43.8% | $5,613-36.2% | $4,764-24.8% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,801 | $13,124-86.3% | $10,844-83.4% | $11,601-84.5% |