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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 | $25,834 | $88,702-70.9% | $81,780-68.4% | $145,978-82.3% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 8.22% | 1029.12%-1020.9pp | 776.27%-768.0pp | 550.52%-542.3pp |
| Employer contribution / active EE | $1,845 | $3,084-40.2% | $2,914-36.7% | $4,662-60.4% |
| Participant deferral / active EE | $2,195 | $4,645-52.8% | $4,321-49.2% | $6,690-67.2% |
| Admin fee / account holder | $109,220 | $8,414+1198.0% | $7,384+1379.2% | $13,400+715.1% |