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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 | $70,366-44.9% | $66,674-41.8% | $138,895-72.1% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.7%-7.0pp | 79.9%-13.3pp |
| Annual return | 5.38% | 386.41%-381.0pp | 321.24%-315.9pp | 145.39%-140.0pp |
| Employer contribution / active EE | $1,111 | $2,765-59.8% | $2,620-57.6% | $4,194-73.5% |
| Participant deferral / active EE | $1,703 | $4,374-61.1% | $4,084-58.3% | $6,396-73.4% |
| Admin fee / account holder | $81,955 | $5,262+1457.3% | $5,098+1507.6% | $12,562+552.4% |