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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 | $38,030 | $109,863-65.4% | $98,477-61.4% | $167,518-77.3% |
| Participation rate | 45.8% | 75.8%-30.0pp | 73.3%-27.5pp | 82.1%-36.3pp |
| Annual return | 8.61% | 1958.09%-1949.5pp | 1493.59%-1485.0pp | 478.71%-470.1pp |
| Employer contribution / active EE | $1,938 | $3,225-39.9% | $2,961-34.6% | $4,838-60.0% |
| Participant deferral / active EE | $4,010 | $4,673-14.2% | $4,276-6.2% | $6,342-36.8% |
| Admin fee / account holder | $570 | $6,755-91.6% | $5,951-90.4% | $12,312-95.4% |