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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 | $69,577 | $144,130-51.7% | $117,861-41.0% | $147,586-52.9% |
| Participation rate | 55.0% | 83.4%-28.4pp | 79.7%-24.7pp | 82.8%-27.8pp |
| Annual return | 7.58% | 531.20%-523.6pp | 335.11%-327.5pp | 578.59%-571.0pp |
| Employer contribution / active EE | $1,057 | $4,897-78.4% | $3,786-72.1% | $4,876-78.3% |
| Participant deferral / active EE | $2,790 | $5,316-47.5% | $4,482-37.7% | $5,439-48.7% |
| Admin fee / account holder | $24,094 | $10,887+121.3% | $8,021+200.4% | $10,886+121.3% |