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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 | $92,897 | $99,031-6.2% | $86,597+7.3% | $147,585-37.1% |
| Participation rate | 53.8% | 76.3%-22.5pp | 73.5%-19.7pp | 82.8%-29.0pp |
| Annual return | 6.62% | 1312.56%-1305.9pp | 964.96%-958.3pp | 578.57%-571.9pp |
| Employer contribution / active EE | $1,200 | $3,132-61.7% | $2,840-57.7% | $4,876-75.4% |
| Participant deferral / active EE | $2,586 | $3,972-34.9% | $3,609-28.3% | $5,439-52.5% |
| Admin fee / account holder | $25,893 | $5,711+353.4% | $4,906+427.8% | $10,885+137.9% |