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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 | $56,068 | $160,040-65.0% | $147,096-61.9% | $145,877-61.6% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.2%-57.2pp | 80.3%-55.3pp |
| Annual return | 8.08% | 98.49%-90.4pp | 419.75%-411.7pp | 551.28%-543.2pp |
| Employer contribution / active EE | $1,067 | $5,289-79.8% | $4,936-78.4% | $4,663-77.1% |
| Participant deferral / active EE | $3,840 | $8,429-54.4% | $8,071-52.4% | $6,691-42.6% |
| Admin fee / account holder | $20,742 | $15,050+37.8% | $13,005+59.5% | $13,402+54.8% |