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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 | $68,164 | $156,963-56.6% | $121,204-43.8% | $139,466-51.1% |
| Participation rate | 25.0% | 76.5%-51.5pp | 69.5%-44.5pp | 80.3%-55.3pp |
| Annual return | 8.20% | 1476.75%-1468.5pp | 987.18%-979.0pp | 373.66%-365.5pp |
| Employer contribution / active EE | $1,314 | $5,544-76.3% | $4,170-68.5% | $4,754-72.4% |
| Participant deferral / active EE | $2,286 | $4,848-52.8% | $4,083-44.0% | $6,712-65.9% |
| Admin fee / account holder | $83,687 | $6,953+1103.5% | $5,651+1380.9% | $11,409+633.5% |