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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 | $62,126 | $160,040-61.2% | $147,096-57.8% | $145,877-57.4% |
| Participation rate | 64.7% | 84.0%-19.3pp | 82.2%-17.5pp | 80.3%-15.6pp |
| Annual return | 4.06% | 98.49%-94.4pp | 419.75%-415.7pp | 551.28%-547.2pp |
| Employer contribution / active EE | $2,812 | $5,289-46.8% | $4,936-43.0% | $4,663-39.7% |
| Participant deferral / active EE | $3,739 | $8,429-55.6% | $8,071-53.7% | $6,691-44.1% |
| Admin fee / account holder | $23,002 | $15,050+52.8% | $13,005+76.9% | $13,402+71.6% |