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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 | $56,076 | $176,077-68.2% | $159,455-64.8% | $167,518-66.5% |
| Participation rate | 55.6% | 84.9%-29.4pp | 82.8%-27.3pp | 82.1%-26.6pp |
| Annual return | 8.33% | 331.83%-323.5pp | 263.63%-255.3pp | 478.71%-470.4pp |
| Employer contribution / active EE | $2,319 | $5,298-56.2% | $4,830-52.0% | $4,838-52.1% |
| Participant deferral / active EE | $6,743 | $7,751-13.0% | $7,353-8.3% | $6,342+6.3% |
| Admin fee / account holder | $30,641 | $12,556+144.0% | $10,800+183.7% | $12,312+148.9% |