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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 | $89,152 | $72,465+23.0% | $67,575+31.9% | $145,884-38.9% |
| Participation rate | 40.0% | 76.9%-36.9pp | 72.9%-32.9pp | 80.3%-40.3pp |
| Annual return | 6.94% | 7222.56%-7215.6pp | 3528.98%-3522.0pp | 551.85%-544.9pp |
| Employer contribution / active EE | $870 | $3,074-71.7% | $2,736-68.2% | $4,662-81.3% |
| Participant deferral / active EE | $3,143 | $4,786-34.3% | $4,003-21.5% | $6,690-53.0% |
| Admin fee / account holder | $59,572 | $5,515+980.1% | $3,993+1391.9% | $13,392+344.8% |