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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 | $53,010 | $209,425-74.7% | $178,499-70.3% | $158,966-66.7% |
| Participation rate | 54.5% | 86.4%-31.8pp | 81.9%-27.4pp | 82.0%-27.4pp |
| Annual return | 1.76% | 188.80%-187.0pp | 151.10%-149.3pp | 302.95%-301.2pp |
| Employer contribution / active EE | $1,435 | $5,707-74.9% | $5,011-71.4% | $4,762-69.9% |
| Participant deferral / active EE | $3,512 | $5,955-41.0% | $5,202-32.5% | $5,983-41.3% |
| Admin fee / account holder | $14,381 | $17,078-15.8% | $13,986+2.8% | $11,250+27.8% |