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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 | $80,494 | $99,031-18.7% | $86,597-7.0% | $147,585-45.5% |
| Participation rate | 56.3% | 76.3%-20.1pp | 73.5%-17.3pp | 82.8%-26.6pp |
| Annual return | 8.74% | 1312.56%-1303.8pp | 964.96%-956.2pp | 578.57%-569.8pp |
| Employer contribution / active EE | $1,170 | $3,132-62.6% | $2,840-58.8% | $4,876-76.0% |
| Participant deferral / active EE | $2,327 | $3,972-41.4% | $3,609-35.5% | $5,439-57.2% |
| Admin fee / account holder | $375 | $5,711-93.4% | $4,906-92.3% | $10,885-96.6% |