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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 | $37,122 | $88,815-58.2% | $81,882-54.7% | $145,897-74.6% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 3.40% | 1033.75%-1030.3pp | 779.47%-776.1pp | 552.29%-548.9pp |
| Employer contribution / active EE | $1,713 | $3,086-44.5% | $2,916-41.3% | $4,663-63.3% |
| Participant deferral / active EE | $6,135 | $4,647+32.0% | $4,323+41.9% | $6,689-8.3% |
| Admin fee / account holder | $49,360 | $8,434+485.2% | $7,360+570.7% | $13,390+268.6% |