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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 | $99,011-6.2% | $86,582+7.3% | $147,586-37.1% |
| Participation rate | 53.8% | 76.3%-22.5pp | 73.5%-19.7pp | 82.8%-29.0pp |
| Annual return | 6.62% | 1312.75%-1306.1pp | 965.08%-958.5pp | 578.59%-572.0pp |
| Employer contribution / active EE | $1,200 | $3,132-61.7% | $2,839-57.7% | $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 | $5,709+353.6% | $4,904+428.0% | $10,886+137.9% |