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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 | $55,578 | $68,097-18.4% | $62,929-11.7% | $137,256-59.5% |
| Participation rate | 53.8% | 77.4%-23.6pp | 73.1%-19.3pp | 80.0%-26.1pp |
| Annual return | 9.65% | 1859.11%-1849.5pp | 1063.93%-1054.3pp | 220.34%-210.7pp |
| Employer contribution / active EE | $2,371 | $2,811-15.6% | $2,505-5.3% | $4,156-42.9% |
| Participant deferral / active EE | $3,990 | $4,553-12.4% | $3,888+2.6% | $6,407-37.7% |
| Admin fee / account holder | $45,854 | $6,521+603.1% | $5,065+805.4% | $12,270+273.7% |