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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 | $96,342 | $180,749-46.7% | $160,784-40.1% | $137,256-29.8% |
| Participation rate | 18.8% | 80.0%-61.2pp | 77.0%-58.2pp | 80.0%-61.2pp |
| Annual return | 7.73% | 2234.46%-2226.7pp | 1803.92%-1796.2pp | 220.34%-212.6pp |
| Employer contribution / active EE | $529 | $4,155-87.3% | $3,733-85.8% | $4,156-87.3% |
| Participant deferral / active EE | $2,862 | $6,844-58.2% | $6,293-54.5% | $6,407-55.3% |
| Admin fee / account holder | $20,088 | $10,397+93.2% | $9,717+106.7% | $12,270+63.7% |