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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 | $80,186 | $102,595-21.8% | $94,057-14.7% | $154,746-48.2% |
| Participation rate | 60.0% | 76.0%-16.0pp | 73.3%-13.3pp | 80.7%-20.7pp |
| Annual return | 5.13% | 583.42%-578.3pp | 480.62%-475.5pp | 172.34%-167.2pp |
| Employer contribution / active EE | $4,261 | $3,147+35.4% | $2,933+45.3% | $4,379-2.7% |
| Participant deferral / active EE | $8,453 | $5,118+65.2% | $4,709+79.5% | $6,730+25.6% |
| Admin fee / account holder | $204,741 | $7,736+2546.6% | $7,244+2726.2% | $14,365+1325.3% |