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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 | $31,091 | $72,465-57.1% | $67,575-54.0% | $145,884-78.7% |
| Participation rate | 60.0% | 76.9%-16.9pp | 72.9%-12.9pp | 80.3%-20.3pp |
| Annual return | 6.74% | 7222.56%-7215.8pp | 3528.98%-3522.2pp | 551.85%-545.1pp |
| Employer contribution / active EE | $2,750 | $3,074-10.5% | $2,736+0.5% | $4,662-41.0% |
| Participant deferral / active EE | $7,183 | $4,786+50.1% | $4,003+79.4% | $6,690+7.4% |
| Admin fee / account holder | $57,337 | $5,515+939.6% | $3,993+1336.0% | $13,392+328.1% |