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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 | $83,777 | $202,342-58.6% | $172,753-51.5% | $152,909-45.2% |
| Participation rate | 55.6% | 87.1%-31.5pp | 82.6%-27.1pp | 82.5%-26.9pp |
| Annual return | 9.82% | 1029.88%-1020.1pp | 803.00%-793.2pp | 345.46%-335.6pp |
| Employer contribution / active EE | $3,120 | $5,857-46.7% | $5,144-39.4% | $4,764-34.5% |
| Participant deferral / active EE | $3,120 | $5,948-47.6% | $5,198-40.0% | $5,851-46.7% |
| Admin fee / account holder | $1,685 | $17,112-90.2% | $13,956-87.9% | $11,601-85.5% |