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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 | $70,854 | $102,595-30.9% | $94,057-24.7% | $154,746-54.2% |
| Participation rate | 33.3% | 76.0%-42.7pp | 73.3%-40.0pp | 80.7%-47.4pp |
| Annual return | 7.85% | 583.42%-575.6pp | 480.62%-472.8pp | 172.34%-164.5pp |
| Employer contribution / active EE | $340 | $3,147-89.2% | $2,933-88.4% | $4,379-92.2% |
| Participant deferral / active EE | $7,023 | $5,118+37.2% | $4,709+49.1% | $6,730+4.3% |
| Admin fee / account holder | $323,190 | $7,736+4077.8% | $7,244+4361.2% | $14,365+2149.8% |