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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 | $86,338 | $169,336-49.0% | $129,384-33.3% | $145,884-40.8% |
| Participation rate | 50.0% | 76.5%-26.5pp | 69.6%-19.6pp | 80.3%-30.3pp |
| Annual return | 6.45% | 14408.70%-14402.3pp | 9461.77%-9455.3pp | 551.85%-545.4pp |
| Employer contribution / active EE | $2,980 | $5,540-46.2% | $4,153-28.2% | $4,662-36.1% |
| Participant deferral / active EE | $7,451 | $4,985+49.5% | $4,166+78.9% | $6,690+11.4% |
| Admin fee / account holder | $3,897 | $9,912-60.7% | $7,686-49.3% | $13,392-70.9% |