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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 | $90,382 | $176,688-48.8% | $130,660-30.8% | $152,897-40.9% |
| Participation rate | 64.7% | 79.0%-14.3pp | 71.7%-7.0pp | 82.5%-17.7pp |
| Annual return | 5.03% | 2693.08%-2688.1pp | 1709.29%-1704.3pp | 345.43%-340.4pp |
| Employer contribution / active EE | $1,237 | $5,743-78.5% | $4,092-69.8% | $4,764-74.0% |
| Participant deferral / active EE | $3,115 | $4,362-28.6% | $3,603-13.5% | $5,851-46.8% |
| Admin fee / account holder | $1,872 | $7,131-73.8% | $5,463-65.7% | $11,599-83.9% |