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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 | $55,224 | $150,447-63.3% | $136,298-59.5% | $147,586-62.6% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 3.49% | 1049.15%-1045.7pp | 5156.27%-5152.8pp | 578.59%-575.1pp |
| Employer contribution / active EE | $5,972 | $5,256+13.6% | $4,696+27.2% | $4,876+22.5% |
| Participant deferral / active EE | $7,676 | $6,631+15.8% | $6,247+22.9% | $5,439+41.1% |
| Admin fee / account holder | $35,669 | $10,906+227.1% | $9,244+285.9% | $10,886+227.7% |