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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 | $64,530 | $198,457-67.5% | $170,435-62.1% | $147,586-56.3% |
| Participation rate | 41.7% | 88.0%-46.3pp | 83.6%-41.9pp | 82.8%-41.2pp |
| Annual return | 6.47% | 257.30%-250.8pp | 205.94%-199.5pp | 578.59%-572.1pp |
| Employer contribution / active EE | $3,972 | $6,183-35.8% | $5,432-26.9% | $4,876-18.5% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $698 | $16,852-95.9% | $13,881-95.0% | $10,886-93.6% |