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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 | $95,274 | $58,391+63.2% | $76,667+24.3% | $72,976+30.6% |
| Participation rate | 61.4% | 67.4%-6.0pp | 72.1%-10.7pp | 69.5%-8.1pp |
| Annual return | 1.50% | 2306.65%-2305.1pp | 1166.74%-1165.2pp | 81.02%-79.5pp |
| Employer contribution / active EE | $5,972 | $1,787+234.2% | $2,303+159.3% | $2,440+144.7% |
| Participant deferral / active EE | $1,071 | $2,690-60.2% | $3,336-67.9% | $3,608-70.3% |
| Admin fee / account holder | $75,577 | $4,014+1782.6% | $6,423+1076.6% | $5,124+1374.9% |