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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 | $40,107 | $109,872-63.5% | $98,483-59.3% | $167,536-76.1% |
| Participation rate | 63.6% | 75.8%-12.2pp | 73.3%-9.7pp | 82.1%-18.5pp |
| Annual return | 8.53% | 1959.31%-1950.8pp | 1494.38%-1485.8pp | 478.82%-470.3pp |
| Employer contribution / active EE | $5,061 | $3,225+56.9% | $2,961+71.0% | $4,839+4.6% |
| Participant deferral / active EE | $6,491 | $4,673+38.9% | $4,276+51.8% | $6,342+2.4% |
| Admin fee / account holder | $2,005 | $6,757-70.3% | $5,953-66.3% | $12,315-83.7% |