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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 | $35,944 | $150,447-76.1% | $136,298-73.6% | $147,586-75.6% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 5.13% | 1049.15%-1044.0pp | 5156.27%-5151.1pp | 578.59%-573.5pp |
| Employer contribution / active EE | $1,240 | $5,256-76.4% | $4,696-73.6% | $4,876-74.6% |
| Participant deferral / active EE | $3,820 | $6,631-42.4% | $6,247-38.9% | $5,439-29.8% |
| Admin fee / account holder | $405 | $10,906-96.3% | $9,244-95.6% | $10,886-96.3% |