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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 | $48,607 | $102,663-52.7% | $86,216-43.6% | $139,466-65.1% |
| Participation rate | 57.1% | 74.5%-17.4pp | 69.0%-11.8pp | 80.3%-23.2pp |
| Annual return | 6.86% | 1924.52%-1917.7pp | 1169.42%-1162.6pp | 373.66%-366.8pp |
| Employer contribution / active EE | $2,760 | $3,035-9.0% | $2,382+15.9% | $4,754-41.9% |
| Participant deferral / active EE | $8,772 | $4,677+87.5% | $3,986+120.1% | $6,712+30.7% |
| Admin fee / account holder | $64,580 | $8,663+645.5% | $6,853+842.3% | $11,409+466.1% |