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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 | $41,159 | $111,535-63.1% | $105,223-60.9% | $137,256-70.0% |
| Participation rate | 64.7% | 78.1%-13.4pp | 75.0%-10.3pp | 80.0%-15.3pp |
| Annual return | 7.73% | 237.85%-230.1pp | 180.65%-172.9pp | 220.34%-212.6pp |
| Employer contribution / active EE | $2,261 | $3,939-42.6% | $3,689-38.7% | $4,156-45.6% |
| Participant deferral / active EE | $4,665 | $5,500-15.2% | $5,072-8.0% | $6,407-27.2% |
| Admin fee / account holder | $72,317 | $9,721+643.9% | $8,859+716.3% | $12,270+489.4% |