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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 | $37,041 | $90,530-59.1% | $76,030-51.3% | $145,897-74.6% |
| Participation rate | 50.0% | 74.4%-24.4pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 4.94% | 625.08%-620.1pp | 361.54%-356.6pp | 552.29%-547.4pp |
| Employer contribution / active EE | $1,710 | $3,319-48.5% | $2,688-36.4% | $4,663-63.3% |
| Participant deferral / active EE | $1,710 | $5,164-66.9% | $4,257-59.8% | $6,689-74.4% |
| Admin fee / account holder | $19,142 | $8,383+128.3% | $6,421+198.1% | $13,390+43.0% |