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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 | $62,081 | $159,978-61.2% | $147,041-57.8% | $145,978-57.5% |
| Participation rate | 41.2% | 84.0%-42.8pp | 82.2%-41.0pp | 80.3%-39.1pp |
| Annual return | 8.87% | 98.36%-89.5pp | 419.21%-410.3pp | 550.52%-541.6pp |
| Employer contribution / active EE | $1,178 | $5,288-77.7% | $4,935-76.1% | $4,662-74.7% |
| Participant deferral / active EE | $3,414 | $8,429-59.5% | $8,071-57.7% | $6,690-49.0% |
| Admin fee / account holder | $11,392 | $15,053-24.3% | $13,006-12.4% | $13,400-15.0% |