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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 | $39,666 | $150,447-73.6% | $136,298-70.9% | $147,586-73.1% |
| Participation rate | 69.2% | 84.4%-15.2pp | 81.9%-12.7pp | 82.8%-13.6pp |
| Annual return | 9.65% | 1049.15%-1039.5pp | 5156.27%-5146.6pp | 578.59%-568.9pp |
| Employer contribution / active EE | $1,822 | $5,256-65.3% | $4,696-61.2% | $4,876-62.6% |
| Participant deferral / active EE | $3,275 | $6,631-50.6% | $6,247-47.6% | $5,439-39.8% |
| Admin fee / account holder | $2,702 | $10,906-75.2% | $9,244-70.8% | $10,886-75.2% |