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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 | $85,019 | $109,872-22.6% | $98,483-13.7% | $167,536-49.3% |
| Participation rate | 53.8% | 75.8%-22.0pp | 73.3%-19.5pp | 82.1%-28.3pp |
| Annual return | 7.56% | 1959.31%-1951.8pp | 1494.38%-1486.8pp | 478.82%-471.3pp |
| Employer contribution / active EE | $1,997 | $3,225-38.1% | $2,961-32.5% | $4,839-58.7% |
| Participant deferral / active EE | $7,768 | $4,673+66.2% | $4,276+81.6% | $6,342+22.5% |
| Admin fee / account holder | $19,696 | $6,757+191.5% | $5,953+230.9% | $12,315+59.9% |