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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 | $58,610 | $159,978-63.4% | $147,041-60.1% | $145,978-59.9% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 9.21% | 98.36%-89.1pp | 419.21%-410.0pp | 550.52%-541.3pp |
| Employer contribution / active EE | $2,500 | $5,288-52.7% | $4,935-49.3% | $4,662-46.4% |
| Participant deferral / active EE | $5,956 | $8,429-29.3% | $8,071-26.2% | $6,690-11.0% |
| Admin fee / account holder | $145,206 | $15,053+864.6% | $13,006+1016.4% | $13,400+983.6% |