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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 | $31,970 | $150,447-78.8% | $136,298-76.5% | $147,586-78.3% |
| Participation rate | 54.5% | 84.4%-29.9pp | 81.9%-27.4pp | 82.8%-28.3pp |
| Annual return | 9.50% | 1049.15%-1039.7pp | 5156.27%-5146.8pp | 578.59%-569.1pp |
| Employer contribution / active EE | $1,427 | $5,256-72.9% | $4,696-69.6% | $4,876-70.7% |
| Participant deferral / active EE | $2,669 | $6,631-59.7% | $6,247-57.3% | $5,439-50.9% |
| Admin fee / account holder | $356 | $10,906-96.7% | $9,244-96.1% | $10,886-96.7% |