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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 | $31,335 | $169,336-81.5% | $129,384-75.8% | $145,884-78.5% |
| Participation rate | 60.0% | 76.5%-16.5pp | 69.6%-9.6pp | 80.3%-20.3pp |
| Annual return | 5.61% | 14408.70%-14403.1pp | 9461.77%-9456.2pp | 551.85%-546.2pp |
| Employer contribution / active EE | $2,283 | $5,540-58.8% | $4,153-45.0% | $4,662-51.0% |
| Participant deferral / active EE | $10,388 | $4,985+108.4% | $4,166+149.4% | $6,690+55.3% |
| Admin fee / account holder | $150,478 | $9,912+1418.1% | $7,686+1857.9% | $13,392+1023.7% |