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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 | $63,892 | $171,867-62.8% | $149,721-57.3% | $147,586-56.7% |
| Participation rate | 50.0% | 88.2%-38.2pp | 87.1%-37.1pp | 82.8%-32.8pp |
| Annual return | 7.47% | 2113.36%-2105.9pp | 1501.67%-1494.2pp | 578.59%-571.1pp |
| Employer contribution / active EE | $1,707 | $6,275-72.8% | $5,444-68.6% | $4,876-65.0% |
| Participant deferral / active EE | $7,676 | $7,270+5.6% | $6,568+16.9% | $5,439+41.1% |
| Admin fee / account holder | $344 | $13,799-97.5% | $11,282-97.0% | $10,886-96.8% |