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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 | $88,386 | $176,105-49.8% | $159,474-44.6% | $167,536-47.2% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 4.85% | 331.91%-327.1pp | 263.68%-258.8pp | 478.82%-474.0pp |
| Employer contribution / active EE | $11,037 | $5,299+108.3% | $4,831+128.5% | $4,839+128.1% |
| Participant deferral / active EE | $18,409 | $7,751+137.5% | $7,353+150.3% | $6,342+190.3% |
| Admin fee / account holder | $234,503 | $12,559+1767.2% | $10,802+2070.8% | $12,315+1804.3% |