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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 | $86,629 | $102,595-15.6% | $94,057-7.9% | $154,746-44.0% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 8.59% | 583.42%-574.8pp | 480.62%-472.0pp | 172.34%-163.7pp |
| Employer contribution / active EE | $1,044 | $3,147-66.8% | $2,933-64.4% | $4,379-76.2% |
| Participant deferral / active EE | $4,800 | $5,118-6.2% | $4,709+1.9% | $6,730-28.7% |
| Admin fee / account holder | $534 | $7,736-93.1% | $7,244-92.6% | $14,365-96.3% |