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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 | $74,977 | $102,696-27.0% | $86,235-13.1% | $139,487-46.2% |
| Participation rate | 61.1% | 74.5%-13.4pp | 69.0%-7.8pp | 80.3%-19.2pp |
| Annual return | 8.58% | 1925.91%-1917.3pp | 1170.03%-1161.5pp | 373.84%-365.3pp |
| Employer contribution / active EE | $1,047 | $3,034-65.5% | $2,381-56.0% | $4,755-78.0% |
| Participant deferral / active EE | $1,832 | $4,679-60.8% | $3,987-54.0% | $6,713-72.7% |
| Admin fee / account holder | $40,382 | $8,667+365.9% | $6,856+489.0% | $11,407+254.0% |