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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 | $71,866 | $160,028-55.1% | $147,080-51.1% | $145,884-50.7% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 5.99% | 98.60%-92.6pp | 420.17%-414.2pp | 551.85%-545.9pp |
| Employer contribution / active EE | $2,298 | $5,286-56.5% | $4,933-53.4% | $4,662-50.7% |
| Participant deferral / active EE | $4,162 | $8,422-50.6% | $8,066-48.4% | $6,690-37.8% |
| Admin fee / account holder | $39,700 | $15,030+164.1% | $12,989+205.6% | $13,392+196.4% |