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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 | $66,040 | $160,040-58.7% | $147,096-55.1% | $145,877-54.7% |
| Participation rate | 61.1% | 84.0%-22.9pp | 82.2%-21.1pp | 80.3%-19.2pp |
| Annual return | 9.43% | 98.49%-89.1pp | 419.75%-410.3pp | 551.28%-541.9pp |
| Employer contribution / active EE | $2,694 | $5,289-49.1% | $4,936-45.4% | $4,663-42.2% |
| Participant deferral / active EE | $3,793 | $8,429-55.0% | $8,071-53.0% | $6,691-43.3% |
| Admin fee / account holder | $75,282 | $15,050+400.2% | $13,005+478.9% | $13,402+461.7% |