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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 | $75,524 | $57,330+31.7% | $86,656-12.8% | $75,177+0.5% |
| Participation rate | 61.1% | 63.2%-2.1pp | 71.7%-10.6pp | 67.2%-6.1pp |
| Annual return | 9.43% | 2675.40%-2666.0pp | 593.09%-583.7pp | 160.75%-151.3pp |
| Employer contribution / active EE | $2,124 | $2,316-8.3% | $3,025-29.8% | $2,671-20.5% |
| Participant deferral / active EE | $1,236 | $3,320-62.8% | $4,439-72.2% | $4,126-70.1% |
| Admin fee / account holder | $15,313 | $4,115+272.1% | $5,619+172.5% | $5,651+171.0% |