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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 | $74,740 | $176,105-57.6% | $159,474-53.1% | $167,536-55.4% |
| Participation rate | 44.4% | 85.0%-40.5pp | 82.8%-38.4pp | 82.1%-37.7pp |
| Annual return | 8.78% | 331.91%-323.1pp | 263.68%-254.9pp | 478.82%-470.0pp |
| Employer contribution / active EE | $1,068 | $5,299-79.8% | $4,831-77.9% | $4,839-77.9% |
| Participant deferral / active EE | $7,083 | $7,751-8.6% | $7,353-3.7% | $6,342+11.7% |
| Admin fee / account holder | $41,708 | $12,559+232.1% | $10,802+286.1% | $12,315+238.7% |