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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 | $63,995 | $160,028-60.0% | $147,080-56.5% | $145,884-56.1% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 8.77% | 98.60%-89.8pp | 420.17%-411.4pp | 551.85%-543.1pp |
| Employer contribution / active EE | $1,550 | $5,286-70.7% | $4,933-68.6% | $4,662-66.8% |
| Participant deferral / active EE | $5,895 | $8,422-30.0% | $8,066-26.9% | $6,690-11.9% |
| Admin fee / account holder | $32,228 | $15,030+114.4% | $12,989+148.1% | $13,392+140.7% |