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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 | $36,573 | $109,872-66.7% | $98,483-62.9% | $167,536-78.2% |
| Participation rate | 60.0% | 75.8%-15.8pp | 73.3%-13.3pp | 82.1%-22.1pp |
| Annual return | 8.36% | 1959.31%-1951.0pp | 1494.38%-1486.0pp | 478.82%-470.5pp |
| Employer contribution / active EE | $1,341 | $3,225-58.4% | $2,961-54.7% | $4,839-72.3% |
| Participant deferral / active EE | $5,466 | $4,673+17.0% | $4,276+27.8% | $6,342-13.8% |
| Admin fee / account holder | $574 | $6,757-91.5% | $5,953-90.4% | $12,315-95.3% |