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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 | $89,242 | $171,867-48.1% | $149,721-40.4% | $147,586-39.5% |
| Participation rate | 61.5% | 88.2%-26.6pp | 87.1%-25.5pp | 82.8%-21.3pp |
| Annual return | 8.37% | 2113.36%-2105.0pp | 1501.67%-1493.3pp | 578.59%-570.2pp |
| Employer contribution / active EE | $1,585 | $6,275-74.7% | $5,444-70.9% | $4,876-67.5% |
| Participant deferral / active EE | $2,769 | $7,270-61.9% | $6,568-57.8% | $5,439-49.1% |
| Admin fee / account holder | $1,854 | $13,799-86.6% | $11,282-83.6% | $10,886-83.0% |