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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 | $35,602 | $169,161-79.0% | $129,295-72.5% | $145,959-75.6% |
| Participation rate | 64.3% | 76.5%-12.2pp | 69.6%-5.3pp | 80.3%-16.0pp |
| Annual return | 7.59% | 14348.07%-14340.5pp | 9429.28%-9421.7pp | 561.95%-554.4pp |
| Employer contribution / active EE | $1,671 | $5,543-69.9% | $4,157-59.8% | $4,661-64.1% |
| Participant deferral / active EE | $1,930 | $4,989-61.3% | $4,169-53.7% | $6,689-71.1% |
| Admin fee / account holder | $13,869 | $9,878+40.4% | $7,665+80.9% | $13,398+3.5% |