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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 | $89,165 | $202,342-55.9% | $172,752-48.4% | $152,897-41.7% |
| Participation rate | 37.5% | 87.1%-49.6pp | 82.6%-45.1pp | 82.5%-45.0pp |
| Annual return | 10.52% | 1029.83%-1019.3pp | 802.97%-792.5pp | 345.43%-334.9pp |
| Employer contribution / active EE | $4,346 | $5,858-25.8% | $5,144-15.5% | $4,764-8.8% |
| Participant deferral / active EE | $4,346 | $5,948-26.9% | $5,198-16.4% | $5,851-25.7% |
| Admin fee / account holder | $404 | $17,111-97.6% | $13,955-97.1% | $11,599-96.5% |