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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 | $84,591 | $99,011-14.6% | $86,582-2.3% | $147,586-42.7% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 4.38% | 1312.75%-1308.4pp | 965.08%-960.7pp | 578.59%-574.2pp |
| Employer contribution / active EE | $1,873 | $3,132-40.2% | $2,839-34.0% | $4,876-61.6% |
| Participant deferral / active EE | $3,876 | $3,972-2.4% | $3,609+7.4% | $5,439-28.7% |
| Admin fee / account holder | $21,425 | $5,709+275.3% | $4,904+336.9% | $10,886+96.8% |