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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 | $31,021 | $160,070-80.6% | $147,117-78.9% | $145,897-78.7% |
| Participation rate | 45.5% | 84.0%-38.6pp | 82.2%-36.7pp | 80.3%-34.9pp |
| Annual return | 7.93% | 98.69%-90.8pp | 420.54%-412.6pp | 552.29%-544.4pp |
| Employer contribution / active EE | $10,901 | $5,285+106.3% | $4,932+121.0% | $4,663+133.8% |
| Participant deferral / active EE | $3,009 | $8,419-64.3% | $8,065-62.7% | $6,689-55.0% |
| Admin fee / account holder | $16,645 | $15,035+10.7% | $12,993+28.1% | $13,390+24.3% |