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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 | $61,464 | $160,070-61.6% | $147,117-58.2% | $145,897-57.9% |
| Participation rate | 63.2% | 84.0%-20.9pp | 82.2%-19.0pp | 80.3%-17.1pp |
| Annual return | 9.34% | 98.69%-89.3pp | 420.54%-411.2pp | 552.29%-543.0pp |
| Employer contribution / active EE | $1,311 | $5,285-75.2% | $4,932-73.4% | $4,663-71.9% |
| Participant deferral / active EE | $4,427 | $8,419-47.4% | $8,065-45.1% | $6,689-33.8% |
| Admin fee / account holder | $23,505 | $15,035+56.3% | $12,993+80.9% | $13,390+75.5% |