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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 | $29,791 | $169,361-82.4% | $129,397-77.0% | $145,877-79.6% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 6.84% | 14395.54%-14388.7pp | 9453.98%-9447.1pp | 551.28%-544.4pp |
| Employer contribution / active EE | $5,000 | $5,542-9.8% | $4,154+20.4% | $4,663+7.2% |
| Participant deferral / active EE | $0 | $4,987-100.0% | $4,167-100.0% | $6,691-100.0% |
| Admin fee / account holder | $1,040 | $9,903-89.5% | $7,679-86.5% | $13,402-92.2% |