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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 | $38,778 | $72,071-46.2% | $68,368-43.3% | $137,256-71.7% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 5.38% | 353.14%-347.8pp | 292.57%-287.2pp | 220.34%-215.0pp |
| Employer contribution / active EE | $1,111 | $2,788-60.2% | $2,649-58.1% | $4,156-73.3% |
| Participant deferral / active EE | $1,703 | $4,410-61.4% | $4,123-58.7% | $6,407-73.4% |
| Admin fee / account holder | $81,955 | $5,336+1436.0% | $5,150+1491.4% | $12,270+567.9% |