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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 | $128,687 | $150,447-14.5% | $136,298-5.6% | $147,586-12.8% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 2.93% | 1049.15%-1046.2pp | 5156.27%-5153.3pp | 578.59%-575.7pp |
| Employer contribution / active EE | $2,500 | $5,256-52.4% | $4,696-46.8% | $4,876-48.7% |
| Participant deferral / active EE | $2,500 | $6,631-62.3% | $6,247-60.0% | $5,439-54.0% |
| Admin fee / account holder | $1,168 | $10,906-89.3% | $9,244-87.4% | $10,886-89.3% |