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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 | $13,886 | $88,815-84.4% | $81,882-83.0% | $145,897-90.5% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 4.75% | 1033.75%-1029.0pp | 779.47%-774.7pp | 552.29%-547.5pp |
| Employer contribution / active EE | $3,411 | $3,086+10.5% | $2,916+17.0% | $4,663-26.8% |
| Participant deferral / active EE | $1,847 | $4,647-60.3% | $4,323-57.3% | $6,689-72.4% |
| Admin fee / account holder | $48,125 | $8,434+470.6% | $7,360+553.9% | $13,390+259.4% |