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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 | $44,377 | $160,040-72.3% | $147,096-69.8% | $145,877-69.6% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 8.01% | 98.49%-90.5pp | 419.75%-411.7pp | 551.28%-543.3pp |
| Employer contribution / active EE | $5,552 | $5,289+5.0% | $4,936+12.5% | $4,663+19.1% |
| Participant deferral / active EE | $13,428 | $8,429+59.3% | $8,071+66.4% | $6,691+100.7% |
| Admin fee / account holder | $324,830 | $15,050+2058.4% | $13,005+2397.7% | $13,402+2323.7% |