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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 | $51,383 | $114,130-55.0% | $96,192-46.6% | $167,553-69.3% |
| Participation rate | 58.3% | 75.1%-16.7pp | 68.4%-10.1pp | 82.1%-23.8pp |
| Annual return | 8.36% | 190.07%-181.7pp | 192.09%-183.7pp | 478.89%-470.5pp |
| Employer contribution / active EE | $1,486 | $3,431-56.7% | $2,799-46.9% | $4,840-69.3% |
| Participant deferral / active EE | $3,426 | $5,198-34.1% | $4,351-21.3% | $6,343-46.0% |
| Admin fee / account holder | $1,362 | $6,901-80.3% | $5,539-75.4% | $12,316-88.9% |