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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 | $62,481 | $96,388-35.2% | $80,627-22.5% | $139,466-55.2% |
| Participation rate | 33.3% | 73.6%-40.3pp | 67.0%-33.7pp | 80.3%-47.0pp |
| Annual return | 4.35% | 1352.08%-1347.7pp | 936.76%-932.4pp | 373.66%-369.3pp |
| Employer contribution / active EE | $4,696 | $3,260+44.1% | $2,723+72.5% | $4,754-1.2% |
| Participant deferral / active EE | $10,739 | $5,224+105.6% | $4,443+141.7% | $6,712+60.0% |
| Admin fee / account holder | $126,563 | $6,603+1816.7% | $5,381+2252.2% | $11,409+1009.4% |