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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 | $88,702-58.2% | $81,780-54.6% | $145,978-74.6% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 3.40% | 1029.12%-1025.7pp | 776.27%-772.9pp | 550.52%-547.1pp |
| Employer contribution / active EE | $1,713 | $3,084-44.5% | $2,914-41.2% | $4,662-63.3% |
| Participant deferral / active EE | $6,135 | $4,645+32.1% | $4,321+42.0% | $6,690-8.3% |
| Admin fee / account holder | $49,360 | $8,414+486.6% | $7,384+568.5% | $13,400+268.3% |