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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 | $33,593 | $96,678-65.3% | $86,640-61.2% | $139,466-75.9% |
| Participation rate | 60.0% | 74.4%-14.4pp | 71.7%-11.7pp | 80.3%-20.3pp |
| Annual return | 4.16% | 106.69%-102.5pp | 592.52%-588.4pp | 373.66%-369.5pp |
| Employer contribution / active EE | $1,851 | $3,265-43.3% | $3,024-38.8% | $4,754-61.1% |
| Participant deferral / active EE | $0 | $4,837-100.0% | $4,438-100.0% | $6,712-100.0% |
| Admin fee / account holder | $4,664 | $6,410-27.2% | $5,616-17.0% | $11,409-59.1% |