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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 | $62,213 | $72,071-13.7% | $68,368-9.0% | $137,256-54.7% |
| Participation rate | 54.5% | 76.2%-21.7pp | 73.8%-19.2pp | 80.0%-25.4pp |
| Annual return | 12.43% | 353.14%-340.7pp | 292.57%-280.1pp | 220.34%-207.9pp |
| Employer contribution / active EE | $2,156 | $2,788-22.7% | $2,649-18.6% | $4,156-48.1% |
| Participant deferral / active EE | $10,100 | $4,410+129.0% | $4,123+145.0% | $6,407+57.6% |
| Admin fee / account holder | $237,079 | $5,336+4343.4% | $5,150+4503.6% | $12,270+1832.2% |