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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 | $30,479 | $150,447-79.7% | $136,298-77.6% | $147,586-79.3% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 8.28% | 1049.15%-1040.9pp | 5156.27%-5148.0pp | 578.59%-570.3pp |
| Employer contribution / active EE | $1,001 | $5,256-81.0% | $4,696-78.7% | $4,876-79.5% |
| Participant deferral / active EE | $3,017 | $6,631-54.5% | $6,247-51.7% | $5,439-44.5% |
| Admin fee / account holder | $12,534 | $10,906+14.9% | $9,244+35.6% | $10,886+15.1% |