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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 | $74,736 | $180,749-58.7% | $160,784-53.5% | $137,256-45.5% |
| Participation rate | 68.8% | 80.0%-11.2pp | 77.0%-8.2pp | 80.0%-11.2pp |
| Annual return | 6.73% | 2234.46%-2227.7pp | 1803.92%-1797.2pp | 220.34%-213.6pp |
| Employer contribution / active EE | $1,943 | $4,155-53.2% | $3,733-47.9% | $4,156-53.2% |
| Participant deferral / active EE | $4,719 | $6,844-31.1% | $6,293-25.0% | $6,407-26.3% |
| Admin fee / account holder | $87,672 | $10,397+743.3% | $9,717+802.3% | $12,270+614.5% |