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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 | $65,746 | $149,040-55.9% | $120,225-45.3% | $137,256-52.1% |
| Participation rate | 22.7% | 75.4%-52.7pp | 69.6%-46.9pp | 80.0%-57.2pp |
| Annual return | 6.57% | 605.68%-599.1pp | 439.23%-432.7pp | 220.34%-213.8pp |
| Employer contribution / active EE | $415 | $4,350-90.5% | $3,475-88.1% | $4,156-90.0% |
| Participant deferral / active EE | $1,317 | $4,655-71.7% | $3,999-67.1% | $6,407-79.4% |
| Admin fee / account holder | $16,676 | $6,348+162.7% | $5,696+192.8% | $12,270+35.9% |