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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 | $20,726 | $63,346-67.3% | $92,240-77.5% | $70,126-70.4% |
| Participation rate | 62.5% | 68.7%-6.2pp | 76.5%-14.0pp | 69.5%-7.0pp |
| Annual return | 11.31% | 530.19%-518.9pp | 176.29%-165.0pp | 73.15%-61.8pp |
| Employer contribution / active EE | $3,660 | $2,471+48.1% | $3,680-0.5% | $2,343+56.3% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $1,090 | $3,841-71.6% | $5,194-79.0% | $4,645-76.5% |