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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 | $62,283 | $106,008-41.2% | $92,240-32.5% | $147,586-57.8% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 7.58% | 50.05%-42.5pp | 176.29%-168.7pp | 578.59%-571.0pp |
| Employer contribution / active EE | $4,750 | $4,333+9.6% | $3,680+29.1% | $4,876-2.6% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $18,187 | $6,333+187.2% | $5,194+250.1% | $10,886+67.1% |