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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 | $88,778-84.4% | $81,844-83.0% | $145,884-90.5% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 4.75% | 1033.03%-1028.3pp | 778.87%-774.1pp | 551.85%-547.1pp |
| Employer contribution / active EE | $3,411 | $3,087+10.5% | $2,916+17.0% | $4,662-26.8% |
| Participant deferral / active EE | $1,847 | $4,648-60.3% | $4,323-57.3% | $6,690-72.4% |
| Admin fee / account holder | $48,125 | $8,430+470.9% | $7,355+554.3% | $13,392+259.4% |