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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 | $66,574 | $160,070-58.4% | $147,117-54.7% | $145,897-54.4% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 4.30% | 98.69%-94.4pp | 420.54%-416.2pp | 552.29%-548.0pp |
| Employer contribution / active EE | $1,351 | $5,285-74.4% | $4,932-72.6% | $4,663-71.0% |
| Participant deferral / active EE | $3,504 | $8,419-58.4% | $8,065-56.5% | $6,689-47.6% |
| Admin fee / account holder | $13,780 | $15,035-8.3% | $12,993+6.1% | $13,390+2.9% |