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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 | $83,943 | $202,460-58.5% | $169,385-50.4% | $139,456-39.8% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.2%-27.2pp | 80.3%-30.3pp |
| Annual return | 3.47% | 532.07%-528.6pp | 405.82%-402.4pp | 373.45%-370.0pp |
| Employer contribution / active EE | $3,178 | $4,691-32.3% | $4,012-20.8% | $4,753-33.1% |
| Participant deferral / active EE | $8,981 | $6,938+29.4% | $6,221+44.4% | $6,711+33.8% |
| Admin fee / account holder | $80,956 | $10,719+655.3% | $9,011+798.4% | $11,407+609.7% |