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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 | $72,392 | $176,105-58.9% | $159,474-54.6% | $167,536-56.8% |
| Participation rate | 33.3% | 85.0%-51.6pp | 82.8%-49.5pp | 82.1%-48.8pp |
| Annual return | 8.84% | 331.91%-323.1pp | 263.68%-254.8pp | 478.82%-470.0pp |
| Employer contribution / active EE | $1,586 | $5,299-70.1% | $4,831-67.2% | $4,839-67.2% |
| Participant deferral / active EE | $2,918 | $7,751-62.4% | $7,353-60.3% | $6,342-54.0% |
| Admin fee / account holder | $123,720 | $12,559+885.1% | $10,802+1045.3% | $12,315+904.7% |