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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 | $88,714 | $169,336-47.6% | $129,384-31.4% | $145,884-39.2% |
| Participation rate | 69.2% | 76.5%-7.3pp | 69.6%-0.4pp | 80.3%-11.1pp |
| Annual return | 5.01% | 14408.70%-14403.7pp | 9461.77%-9456.8pp | 551.85%-546.8pp |
| Employer contribution / active EE | $10,462 | $5,540+88.8% | $4,153+151.9% | $4,662+124.4% |
| Participant deferral / active EE | $5,012 | $4,985+0.5% | $4,166+20.3% | $6,690-25.1% |
| Admin fee / account holder | $1,902 | $9,912-80.8% | $7,686-75.2% | $13,392-85.8% |