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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 | $65,914 | $72,396-9.0% | $67,511-2.4% | $145,959-54.8% |
| Participation rate | 58.3% | 76.9%-18.5pp | 72.9%-14.6pp | 80.3%-22.0pp |
| Annual return | 8.51% | 7194.07%-7185.6pp | 3517.41%-3508.9pp | 561.95%-553.4pp |
| Employer contribution / active EE | $950 | $3,071-69.0% | $2,733-65.2% | $4,661-79.6% |
| Participant deferral / active EE | $1,652 | $4,781-65.4% | $4,000-58.7% | $6,689-75.3% |
| Admin fee / account holder | $7,901 | $5,538+42.7% | $3,999+97.6% | $13,398-41.0% |