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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 | $24,475 | $72,071-66.0% | $68,368-64.2% | $137,256-82.2% |
| Participation rate | 33.3% | 76.2%-42.9pp | 73.8%-40.4pp | 80.0%-46.6pp |
| Annual return | 6.09% | 353.14%-347.1pp | 292.57%-286.5pp | 220.34%-214.3pp |
| Employer contribution / active EE | $3,854 | $2,788+38.2% | $2,649+45.5% | $4,156-7.3% |
| Participant deferral / active EE | $4,488 | $4,410+1.8% | $4,123+8.9% | $6,407-30.0% |
| Admin fee / account holder | $138,521 | $5,336+2496.2% | $5,150+2589.8% | $12,270+1028.9% |