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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 | $13,741 | $57,330-76.0% | $86,656-84.1% | $75,177-81.7% |
| Participation rate | 67.2% | 63.2%+4.0pp | 71.7%-4.5pp | 67.2%0pp |
| Annual return | 11.20% | 2675.40%-2664.2pp | 593.09%-581.9pp | 160.75%-149.6pp |
| Employer contribution / active EE | $395 | $2,316-82.9% | $3,025-86.9% | $2,671-85.2% |
| Participant deferral / active EE | $1,782 | $3,320-46.3% | $4,439-59.8% | $4,126-56.8% |
| Admin fee / account holder | $4,117 | $4,115+0.1% | $5,619-26.7% | $5,651-27.1% |