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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 | $160,070-72.3% | $147,117-69.8% | $145,897-69.6% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 8.01% | 98.69%-90.7pp | 420.54%-412.5pp | 552.29%-544.3pp |
| Employer contribution / active EE | $5,552 | $5,285+5.1% | $4,932+12.6% | $4,663+19.1% |
| Participant deferral / active EE | $13,428 | $8,419+59.5% | $8,065+66.5% | $6,689+100.7% |
| Admin fee / account holder | $324,830 | $15,035+2060.5% | $12,993+2400.1% | $13,390+2325.8% |