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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 | $34,592 | $159,934-78.4% | $147,005-76.5% | $145,959-76.3% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 6.26% | 98.24%-92.0pp | 418.76%-412.5pp | 561.95%-555.7pp |
| Employer contribution / active EE | $2,153 | $5,287-59.3% | $4,934-56.4% | $4,661-53.8% |
| Participant deferral / active EE | $8,235 | $8,427-2.3% | $8,070+2.1% | $6,689+23.1% |
| Admin fee / account holder | $52,142 | $15,053+246.4% | $13,006+300.9% | $13,398+289.2% |