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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 | $36,330 | $72,446-49.9% | $67,561-46.2% | $145,877-75.1% |
| Participation rate | 61.5% | 76.9%-15.3pp | 72.9%-11.4pp | 80.3%-18.8pp |
| Annual return | 8.80% | 7211.98%-7203.2pp | 3525.44%-3516.6pp | 551.28%-542.5pp |
| Employer contribution / active EE | $509 | $3,072-83.4% | $2,735-81.4% | $4,663-89.1% |
| Participant deferral / active EE | $1,190 | $4,785-75.1% | $4,003-70.3% | $6,691-82.2% |
| Admin fee / account holder | $36,991 | $5,541+567.6% | $4,006+823.5% | $13,402+176.0% |