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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 | $65,241 | $110,039-40.7% | $97,260-32.9% | $145,884-55.3% |
| Participation rate | 28.6% | 75.9%-47.3pp | 72.7%-44.1pp | 80.3%-51.7pp |
| Annual return | 7.03% | 244.44%-237.4pp | 75.54%-68.5pp | 551.85%-544.8pp |
| Employer contribution / active EE | $14,902 | $3,074+384.8% | $2,721+447.6% | $4,662+219.6% |
| Participant deferral / active EE | $4,013 | $4,674-14.1% | $4,262-5.8% | $6,690-40.0% |
| Admin fee / account holder | $2,530 | $6,204-59.2% | $5,640-55.1% | $13,392-81.1% |