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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 | $36,562 | $160,040-77.2% | $147,096-75.1% | $145,877-74.9% |
| Participation rate | 36.4% | 84.0%-47.7pp | 82.2%-45.8pp | 80.3%-43.9pp |
| Annual return | 3.66% | 98.49%-94.8pp | 419.75%-416.1pp | 551.28%-547.6pp |
| Employer contribution / active EE | $1,399 | $5,289-73.6% | $4,936-71.7% | $4,663-70.0% |
| Participant deferral / active EE | $5,385 | $8,429-36.1% | $8,071-33.3% | $6,691-19.5% |
| Admin fee / account holder | $98,046 | $15,050+551.5% | $13,005+653.9% | $13,402+631.6% |