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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 | $35,904 | $57,305-37.3% | $86,640-58.6% | $75,173-52.2% |
| Participation rate | 56.8% | 63.2%-6.4pp | 71.7%-14.9pp | 67.2%-10.4pp |
| Annual return | 12.63% | 2674.24%-2661.6pp | 592.52%-579.9pp | 160.72%-148.1pp |
| Employer contribution / active EE | $1,799 | $2,316-22.3% | $3,024-40.5% | $2,671-32.6% |
| Participant deferral / active EE | $3,578 | $3,320+7.8% | $4,438-19.4% | $4,126-13.3% |
| Admin fee / account holder | $10,163 | $4,116+146.9% | $5,616+81.0% | $5,651+79.9% |