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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 | $64,386 | $180,749-64.4% | $160,784-60.0% | $137,256-53.1% |
| Participation rate | 53.8% | 80.0%-26.1pp | 77.0%-23.1pp | 80.0%-26.1pp |
| Annual return | 5.79% | 2234.46%-2228.7pp | 1803.92%-1798.1pp | 220.34%-214.6pp |
| Employer contribution / active EE | $1,695 | $4,155-59.2% | $3,733-54.6% | $4,156-59.2% |
| Participant deferral / active EE | $4,242 | $6,844-38.0% | $6,293-32.6% | $6,407-33.8% |
| Admin fee / account holder | $96,559 | $10,397+828.7% | $9,717+893.7% | $12,270+686.9% |