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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 | $91,457 | $99,009-7.6% | $86,581+5.6% | $147,585-38.0% |
| Participation rate | 38.5% | 76.3%-37.9pp | 73.5%-35.1pp | 82.8%-44.4pp |
| Annual return | 3.84% | 1312.70%-1308.9pp | 965.06%-961.2pp | 578.58%-574.7pp |
| Employer contribution / active EE | $2,033 | $3,132-35.1% | $2,840-28.4% | $4,876-58.3% |
| Participant deferral / active EE | $4,506 | $3,972+13.4% | $3,609+24.9% | $5,439-17.1% |
| Admin fee / account holder | $35,496 | $5,709+521.8% | $4,904+623.8% | $10,886+226.1% |