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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 | $63,745 | $160,028-60.2% | $147,080-56.7% | $145,884-56.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 8.79% | 98.60%-89.8pp | 420.17%-411.4pp | 551.85%-543.1pp |
| Employer contribution / active EE | $12,639 | $5,286+139.1% | $4,933+156.2% | $4,662+171.1% |
| Participant deferral / active EE | $44,341 | $8,422+426.5% | $8,066+449.7% | $6,690+562.8% |
| Admin fee / account holder | $192,412 | $15,030+1180.2% | $12,989+1381.4% | $13,392+1336.8% |