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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 | $80,284 | $169,356-52.6% | $129,406-38.0% | $145,897-45.0% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 3.44% | 14418.62%-14415.2pp | 9468.18%-9464.7pp | 552.29%-548.8pp |
| Employer contribution / active EE | $2,925 | $5,542-47.2% | $4,155-29.6% | $4,663-37.3% |
| Participant deferral / active EE | $2,925 | $4,987-41.3% | $4,167-29.8% | $6,689-56.3% |
| Admin fee / account holder | $1,413 | $9,915-85.7% | $7,689-81.6% | $13,390-89.4% |