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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 | $87,059 | $184,000-52.7% | $162,185-46.3% | $152,909-43.1% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.6%-27.6pp | 82.5%-22.5pp |
| Annual return | 1.21% | 150.80%-149.6pp | 115.61%-114.4pp | 345.46%-344.3pp |
| Employer contribution / active EE | $6,307 | $6,370-1.0% | $5,613+12.4% | $4,764+32.4% |
| Participant deferral / active EE | $15,000 | $8,033+86.7% | $7,297+105.6% | $5,851+156.4% |
| Admin fee / account holder | $74,672 | $13,124+469.0% | $10,844+588.6% | $11,601+543.7% |