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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 | $68,046 | $109,905-38.1% | $98,506-30.9% | $167,553-59.4% |
| Participation rate | 44.4% | 75.8%-31.4pp | 73.3%-28.9pp | 82.1%-37.7pp |
| Annual return | 8.06% | 1960.20%-1952.1pp | 1494.92%-1486.9pp | 478.89%-470.8pp |
| Employer contribution / active EE | $2,166 | $3,226-32.9% | $2,961-26.9% | $4,840-55.2% |
| Participant deferral / active EE | $4,340 | $4,674-7.2% | $4,277+1.5% | $6,343-31.6% |
| Admin fee / account holder | $3,292 | $6,760-51.3% | $5,955-44.7% | $12,316-73.3% |