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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 | $85,051 | $150,445-43.5% | $136,297-37.6% | $147,585-42.4% |
| Participation rate | 64.7% | 84.4%-19.7pp | 81.9%-17.2pp | 82.8%-18.1pp |
| Annual return | 4.84% | 1049.14%-1044.3pp | 5156.16%-5151.3pp | 578.57%-573.7pp |
| Employer contribution / active EE | $1,060 | $5,256-79.8% | $4,696-77.4% | $4,876-78.3% |
| Participant deferral / active EE | $3,379 | $6,631-49.0% | $6,247-45.9% | $5,439-37.9% |
| Admin fee / account holder | $1,434 | $10,906-86.9% | $9,244-84.5% | $10,885-86.8% |