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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 | $34,980 | $150,447-76.7% | $136,298-74.3% | $147,586-76.3% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 9.46% | 1049.15%-1039.7pp | 5156.27%-5146.8pp | 578.59%-569.1pp |
| Employer contribution / active EE | $1,094 | $5,256-79.2% | $4,696-76.7% | $4,876-77.6% |
| Participant deferral / active EE | $3,756 | $6,631-43.4% | $6,247-39.9% | $5,439-30.9% |
| Admin fee / account holder | $8,604 | $10,906-21.1% | $9,244-6.9% | $10,886-21.0% |