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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 | $18,980 | $105,145-81.9% | $94,664-80.0% | $139,466-86.4% |
| Participation rate | 66.7% | 82.4%-15.7pp | 80.8%-14.2pp | 80.3%-13.7pp |
| Annual return | 6.46% | 38.09%-31.6pp | 156.84%-150.4pp | 373.66%-367.2pp |
| Employer contribution / active EE | $2,337 | $4,107-43.1% | $3,673-36.4% | $4,754-50.8% |
| Participant deferral / active EE | $3,263 | $7,599-57.1% | $7,417-56.0% | $6,712-51.4% |
| Admin fee / account holder | $118,551 | $8,972+1221.4% | $7,222+1541.6% | $11,409+939.1% |