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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 | $49,711 | $88,702-44.0% | $81,780-39.2% | $145,978-65.9% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 7.68% | 1029.12%-1021.4pp | 776.27%-768.6pp | 550.52%-542.8pp |
| Employer contribution / active EE | $1,969 | $3,084-36.2% | $2,914-32.4% | $4,662-57.8% |
| Participant deferral / active EE | $6,830 | $4,645+47.0% | $4,321+58.1% | $6,690+2.1% |
| Admin fee / account holder | $29,977 | $8,414+256.3% | $7,384+306.0% | $13,400+123.7% |