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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 | $60,706 | $176,077-65.5% | $159,455-61.9% | $167,518-63.8% |
| Participation rate | 62.5% | 84.9%-22.4pp | 82.8%-20.3pp | 82.1%-19.6pp |
| Annual return | 8.48% | 331.83%-323.4pp | 263.63%-255.1pp | 478.71%-470.2pp |
| Employer contribution / active EE | $1,949 | $5,298-63.2% | $4,830-59.7% | $4,838-59.7% |
| Participant deferral / active EE | $6,363 | $7,751-17.9% | $7,353-13.5% | $6,342+0.3% |
| Admin fee / account holder | $5,734 | $12,556-54.3% | $10,800-46.9% | $12,312-53.4% |