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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 | $73,057 | $150,447-51.4% | $136,298-46.4% | $147,586-50.5% |
| Participation rate | 50.0% | 84.4%-34.4pp | 81.9%-31.9pp | 82.8%-32.8pp |
| Annual return | 8.06% | 1049.15%-1041.1pp | 5156.27%-5148.2pp | 578.59%-570.5pp |
| Employer contribution / active EE | $1,297 | $5,256-75.3% | $4,696-72.4% | $4,876-73.4% |
| Participant deferral / active EE | $3,329 | $6,631-49.8% | $6,247-46.7% | $5,439-38.8% |
| Admin fee / account holder | $524 | $10,906-95.2% | $9,244-94.3% | $10,886-95.2% |