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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 | $58,551 | $209,422-72.0% | $178,503-67.2% | $158,982-63.2% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 2.02% | 188.81%-186.8pp | 151.12%-149.1pp | 302.99%-301.0pp |
| Employer contribution / active EE | $2,298 | $5,707-59.7% | $5,011-54.1% | $4,763-51.8% |
| Participant deferral / active EE | $4,808 | $5,955-19.3% | $5,202-7.6% | $5,983-19.6% |
| Admin fee / account holder | $796 | $17,079-95.3% | $13,987-94.3% | $11,252-92.9% |