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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 | $72,403-9.0% | $67,524-2.4% | $145,978-54.8% |
| Participation rate | 58.3% | 76.9%-18.5pp | 72.9%-14.6pp | 80.3%-22.0pp |
| Annual return | 8.51% | 7197.23%-7188.7pp | 3519.41%-3510.9pp | 550.52%-542.0pp |
| Employer contribution / active EE | $950 | $3,072-69.1% | $2,734-65.2% | $4,662-79.6% |
| Participant deferral / active EE | $1,652 | $4,782-65.5% | $4,001-58.7% | $6,690-75.3% |
| Admin fee / account holder | $7,901 | $5,541+42.6% | $4,001+97.5% | $13,400-41.0% |