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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 | $53,468 | $144,130-62.9% | $117,860-54.6% | $147,585-63.8% |
| Participation rate | 63.2% | 83.4%-20.3pp | 79.7%-16.5pp | 82.8%-19.7pp |
| Annual return | 4.95% | 531.20%-526.3pp | 335.10%-330.2pp | 578.58%-573.6pp |
| Employer contribution / active EE | $1,277 | $4,897-73.9% | $3,786-66.3% | $4,876-73.8% |
| Participant deferral / active EE | $3,696 | $5,316-30.5% | $4,482-17.5% | $5,439-32.1% |
| Admin fee / account holder | $6,476 | $10,887-40.5% | $8,021-19.3% | $10,886-40.5% |