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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 | $87,683 | $109,905-20.2% | $98,506-11.0% | $167,553-47.7% |
| Participation rate | 66.7% | 75.8%-9.2pp | 73.3%-6.7pp | 82.1%-15.4pp |
| Annual return | 1.71% | 1960.20%-1958.5pp | 1494.92%-1493.2pp | 478.89%-477.2pp |
| Employer contribution / active EE | $6,279 | $3,226+94.7% | $2,961+112.1% | $4,840+29.7% |
| Participant deferral / active EE | $9,831 | $4,674+110.3% | $4,277+129.9% | $6,343+55.0% |
| Admin fee / account holder | $11,830 | $6,760+75.0% | $5,955+98.7% | $12,316-3.9% |