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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 | $82,591 | $124,175-33.5% | $108,405-23.8% | $167,536-50.7% |
| Participation rate | 60.0% | 82.3%-22.3pp | 80.1%-20.1pp | 82.1%-22.1pp |
| Annual return | 5.02% | 1380.13%-1375.1pp | 905.55%-900.5pp | 478.82%-473.8pp |
| Employer contribution / active EE | $2,296 | $4,188-45.2% | $3,559-35.5% | $4,839-52.6% |
| Participant deferral / active EE | $5,390 | $6,908-22.0% | $6,563-17.9% | $6,342-15.0% |
| Admin fee / account holder | $682 | $9,457-92.8% | $7,297-90.7% | $12,315-94.5% |