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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 | $73,127 | $171,867-57.5% | $149,721-51.2% | $147,586-50.5% |
| Participation rate | 44.4% | 88.2%-43.7pp | 87.1%-42.6pp | 82.8%-38.4pp |
| Annual return | 4.20% | 2113.36%-2109.2pp | 1501.67%-1497.5pp | 578.59%-574.4pp |
| Employer contribution / active EE | $2,598 | $6,275-58.6% | $5,444-52.3% | $4,876-46.7% |
| Participant deferral / active EE | $7,294 | $7,270+0.3% | $6,568+11.1% | $5,439+34.1% |
| Admin fee / account holder | $23,365 | $13,799+69.3% | $11,282+107.1% | $10,886+114.6% |