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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 | $91,798 | $150,447-39.0% | $136,298-32.6% | $147,586-37.8% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 6.58% | 1049.15%-1042.6pp | 5156.27%-5149.7pp | 578.59%-572.0pp |
| Employer contribution / active EE | $1,310 | $5,256-75.1% | $4,696-72.1% | $4,876-73.1% |
| Participant deferral / active EE | $3,392 | $6,631-48.9% | $6,247-45.7% | $5,439-37.6% |
| Admin fee / account holder | $1,154 | $10,906-89.4% | $9,244-87.5% | $10,886-89.4% |