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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 | $13,700 | $70,366-80.5% | $66,674-79.5% | $138,895-90.1% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.7%-23.7pp | 79.9%-29.9pp |
| Annual return | 10.54% | 386.41%-375.9pp | 321.24%-310.7pp | 145.39%-134.9pp |
| Employer contribution / active EE | $2,465 | $2,765-10.9% | $2,620-5.9% | $4,194-41.2% |
| Participant deferral / active EE | $3,394 | $4,374-22.4% | $4,084-16.9% | $6,396-46.9% |
| Admin fee / account holder | $15,978 | $5,262+203.6% | $5,098+213.4% | $12,562+27.2% |