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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 | $74,451 | $160,070-53.5% | $147,117-49.4% | $145,897-49.0% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.9pp | 80.3%-47.0pp |
| Annual return | 7.49% | 98.69%-91.2pp | 420.54%-413.1pp | 552.29%-544.8pp |
| Employer contribution / active EE | $1,524 | $5,285-71.2% | $4,932-69.1% | $4,663-67.3% |
| Participant deferral / active EE | $5,717 | $8,419-32.1% | $8,065-29.1% | $6,689-14.5% |
| Admin fee / account holder | $58,978 | $15,035+292.3% | $12,993+353.9% | $13,390+340.5% |