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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 | $59,146 | $72,071-17.9% | $68,368-13.5% | $137,256-56.9% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 7.49% | 353.14%-345.7pp | 292.57%-285.1pp | 220.34%-212.9pp |
| Employer contribution / active EE | $1,280 | $2,788-54.1% | $2,649-51.7% | $4,156-69.2% |
| Participant deferral / active EE | $5,664 | $4,410+28.4% | $4,123+37.4% | $6,407-11.6% |
| Admin fee / account holder | $83,054 | $5,336+1456.6% | $5,150+1512.8% | $12,270+576.9% |