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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 | $56,484 | $171,867-67.1% | $149,721-62.3% | $147,586-61.7% |
| Participation rate | 60.0% | 88.2%-28.2pp | 87.1%-27.1pp | 82.8%-22.8pp |
| Annual return | 7.49% | 2113.36%-2105.9pp | 1501.67%-1494.2pp | 578.59%-571.1pp |
| Employer contribution / active EE | $2,279 | $6,275-63.7% | $5,444-58.1% | $4,876-53.3% |
| Participant deferral / active EE | $3,208 | $7,270-55.9% | $6,568-51.2% | $5,439-41.0% |
| Admin fee / account holder | $3,236 | $13,799-76.6% | $11,282-71.3% | $10,886-70.3% |