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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 | $19,176 | $106,005-81.9% | $92,239-79.2% | $147,585-87.0% |
| Participation rate | 69.2% | 80.4%-11.2pp | 76.5%-7.3pp | 82.8%-13.6pp |
| Annual return | 6.10% | 50.05%-44.0pp | 176.29%-170.2pp | 578.58%-572.5pp |
| Employer contribution / active EE | $4,579 | $4,333+5.7% | $3,680+24.5% | $4,876-6.1% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,186 | $6,333-65.5% | $5,194-57.9% | $10,886-79.9% |