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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 | $55,266 | $176,105-68.6% | $159,474-65.3% | $167,536-67.0% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 9.06% | 331.91%-322.8pp | 263.68%-254.6pp | 478.82%-469.8pp |
| Employer contribution / active EE | $2,778 | $5,299-47.6% | $4,831-42.5% | $4,839-42.6% |
| Participant deferral / active EE | $6,968 | $7,751-10.1% | $7,353-5.2% | $6,342+9.9% |
| Admin fee / account holder | $26,354 | $12,559+109.8% | $10,802+144.0% | $12,315+114.0% |