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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 | $81,848 | $169,237-51.6% | $129,339-36.7% | $145,978-43.9% |
| Participation rate | 34.8% | 76.5%-41.7pp | 69.6%-34.9pp | 80.3%-45.5pp |
| Annual return | 3.52% | 14364.43%-14360.9pp | 9437.05%-9433.5pp | 550.52%-547.0pp |
| Employer contribution / active EE | $1,136 | $5,540-79.5% | $4,154-72.7% | $4,662-75.6% |
| Participant deferral / active EE | $3,649 | $4,991-26.9% | $4,170-12.5% | $6,690-45.5% |
| Admin fee / account holder | $23,211 | $9,882+134.9% | $7,668+202.7% | $13,400+73.2% |