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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 | $63,510 | $102,696-38.2% | $86,235-26.4% | $139,487-54.5% |
| Participation rate | 57.1% | 74.5%-17.4pp | 69.0%-11.8pp | 80.3%-23.2pp |
| Annual return | 3.70% | 1925.91%-1922.2pp | 1170.03%-1166.3pp | 373.84%-370.1pp |
| Employer contribution / active EE | $2,118 | $3,034-30.2% | $2,381-11.1% | $4,755-55.5% |
| Participant deferral / active EE | $6,046 | $4,679+29.2% | $3,987+51.7% | $6,713-9.9% |
| Admin fee / account holder | $5,804 | $8,667-33.0% | $6,856-15.3% | $11,407-49.1% |