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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 | $63,598 | $70,587-9.9% | $124,694-49.0% | $85,851-25.9% |
| Participation rate | 62.5% | 64.4%-1.9pp | 74.6%-12.1pp | 69.3%-6.8pp |
| Annual return | 9.53% | 20688.83%-20679.3pp | 5144.82%-5135.3pp | 318.63%-309.1pp |
| Employer contribution / active EE | $950 | $1,913-50.4% | $3,325-71.4% | $2,565-63.0% |
| Participant deferral / active EE | $2,467 | $2,969-16.9% | $4,615-46.5% | $3,952-37.6% |
| Admin fee / account holder | $10,410 | $5,282+97.1% | $7,495+38.9% | $6,261+66.3% |