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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 | $67,893 | $160,028-57.6% | $147,080-53.8% | $145,884-53.5% |
| Participation rate | 53.8% | 84.0%-30.2pp | 82.2%-28.3pp | 80.3%-26.5pp |
| Annual return | 4.86% | 98.60%-93.7pp | 420.17%-415.3pp | 551.85%-547.0pp |
| Employer contribution / active EE | $1,106 | $5,286-79.1% | $4,933-77.6% | $4,662-76.3% |
| Participant deferral / active EE | $3,721 | $8,422-55.8% | $8,066-53.9% | $6,690-44.4% |
| Admin fee / account holder | $526 | $15,030-96.5% | $12,989-95.9% | $13,392-96.1% |