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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 | $104,748 | $160,070-34.6% | $147,117-28.8% | $145,897-28.2% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 7.65% | 98.69%-91.0pp | 420.54%-412.9pp | 552.29%-544.6pp |
| Employer contribution / active EE | $2,686 | $5,285-49.2% | $4,932-45.6% | $4,663-42.4% |
| Participant deferral / active EE | $4,212 | $8,419-50.0% | $8,065-47.8% | $6,689-37.0% |
| Admin fee / account holder | $37,210 | $15,035+147.5% | $12,993+186.4% | $13,390+177.9% |