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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 | $59,157 | $150,447-60.7% | $136,298-56.6% | $147,586-59.9% |
| Participation rate | 58.8% | 84.4%-25.6pp | 81.9%-23.1pp | 82.8%-24.0pp |
| Annual return | 4.93% | 1049.15%-1044.2pp | 5156.27%-5151.3pp | 578.59%-573.7pp |
| Employer contribution / active EE | $7,785 | $5,256+48.1% | $4,696+65.8% | $4,876+59.6% |
| Participant deferral / active EE | $5,778 | $6,631-12.9% | $6,247-7.5% | $5,439+6.2% |
| Admin fee / account holder | $8,228 | $10,906-24.6% | $9,244-11.0% | $10,886-24.4% |