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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 | $85,239 | $171,867-50.4% | $149,721-43.1% | $147,586-42.2% |
| Participation rate | 60.0% | 88.2%-28.2pp | 87.1%-27.1pp | 82.8%-22.8pp |
| Annual return | 7.17% | 2113.36%-2106.2pp | 1501.67%-1494.5pp | 578.59%-571.4pp |
| Employer contribution / active EE | $5,528 | $6,275-11.9% | $5,444+1.5% | $4,876+13.4% |
| Participant deferral / active EE | $11,700 | $7,270+60.9% | $6,568+78.1% | $5,439+115.1% |
| Admin fee / account holder | $2,508 | $13,799-81.8% | $11,282-77.8% | $10,886-77.0% |