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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 | $76,747 | $202,342-62.1% | $172,753-55.6% | $152,909-49.8% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 9.15% | 1029.88%-1020.7pp | 803.00%-793.8pp | 345.46%-336.3pp |
| Employer contribution / active EE | $1,472 | $5,857-74.9% | $5,144-71.4% | $4,764-69.1% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $904 | $17,112-94.7% | $13,956-93.5% | $11,601-92.2% |