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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 | $81,373 | $202,342-59.8% | $172,752-52.9% | $152,897-46.8% |
| Participation rate | 33.3% | 87.1%-53.7pp | 82.6%-49.3pp | 82.5%-49.1pp |
| Annual return | 10.22% | 1029.83%-1019.6pp | 802.97%-792.8pp | 345.43%-335.2pp |
| Employer contribution / active EE | $1,404 | $5,858-76.0% | $5,144-72.7% | $4,764-70.5% |
| Participant deferral / active EE | $3,694 | $5,948-37.9% | $5,198-28.9% | $5,851-36.9% |
| Admin fee / account holder | $2,359 | $17,111-86.2% | $13,955-83.1% | $11,599-79.7% |