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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 | $48,410 | $171,867-71.8% | $149,721-67.7% | $147,586-67.2% |
| Participation rate | 50.0% | 88.2%-38.2pp | 87.1%-37.1pp | 82.8%-32.8pp |
| Annual return | 8.73% | 2113.36%-2104.6pp | 1501.67%-1492.9pp | 578.59%-569.9pp |
| Employer contribution / active EE | $1,778 | $6,275-71.7% | $5,444-67.4% | $4,876-63.5% |
| Participant deferral / active EE | $9,000 | $7,270+23.8% | $6,568+37.0% | $5,439+65.5% |
| Admin fee / account holder | $805 | $13,799-94.2% | $11,282-92.9% | $10,886-92.6% |