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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 | $58,862 | $159,934-63.2% | $147,005-60.0% | $145,959-59.7% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 8.29% | 98.24%-90.0pp | 418.76%-410.5pp | 561.95%-553.7pp |
| Employer contribution / active EE | $2,982 | $5,287-43.6% | $4,934-39.6% | $4,661-36.0% |
| Participant deferral / active EE | $9,312 | $8,427+10.5% | $8,070+15.4% | $6,689+39.2% |
| Admin fee / account holder | $12,283 | $15,053-18.4% | $13,006-5.6% | $13,398-8.3% |