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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 | $60,031 | $96,643-37.9% | $86,617-30.7% | $139,456-57.0% |
| Participation rate | 35.3% | 74.4%-39.1pp | 71.7%-36.4pp | 80.3%-45.0pp |
| Annual return | 5.73% | 106.57%-100.8pp | 591.91%-586.2pp | 373.45%-367.7pp |
| Employer contribution / active EE | $1,128 | $3,264-65.4% | $3,023-62.7% | $4,753-76.3% |
| Participant deferral / active EE | $2,659 | $4,835-45.0% | $4,437-40.1% | $6,711-60.4% |
| Admin fee / account holder | $108,054 | $6,406+1586.8% | $5,613+1825.2% | $11,407+847.3% |