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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 | $91,730 | $169,356-45.8% | $129,406-29.1% | $145,897-37.1% |
| Participation rate | 56.5% | 76.5%-20.0pp | 69.6%-13.1pp | 80.3%-23.8pp |
| Annual return | 7.13% | 14418.62%-14411.5pp | 9468.18%-9461.0pp | 552.29%-545.2pp |
| Employer contribution / active EE | $2,242 | $5,542-59.6% | $4,155-46.1% | $4,663-51.9% |
| Participant deferral / active EE | $2,135 | $4,987-57.2% | $4,167-48.8% | $6,689-68.1% |
| Admin fee / account holder | $18,158 | $9,915+83.1% | $7,689+136.2% | $13,390+35.6% |