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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 | $43,999 | $57,305-23.2% | $86,640-49.2% | $75,173-41.5% |
| Participation rate | 59.6% | 63.2%-3.6pp | 71.7%-12.1pp | 67.2%-7.6pp |
| Annual return | 9.39% | 2674.24%-2664.8pp | 592.52%-583.1pp | 160.72%-151.3pp |
| Employer contribution / active EE | $1,440 | $2,316-37.8% | $3,024-52.4% | $2,671-46.1% |
| Participant deferral / active EE | $3,763 | $3,320+13.4% | $4,438-15.2% | $4,126-8.8% |
| Admin fee / account holder | $10,909 | $4,116+165.0% | $5,616+94.3% | $5,651+93.1% |