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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 | $159,934-53.4% | $147,005-49.4% | $145,959-49.0% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 7.49% | 98.24%-90.8pp | 418.76%-411.3pp | 561.95%-554.5pp |
| Employer contribution / active EE | $1,524 | $5,287-71.2% | $4,934-69.1% | $4,661-67.3% |
| Participant deferral / active EE | $5,717 | $8,427-32.2% | $8,070-29.2% | $6,689-14.5% |
| Admin fee / account holder | $58,978 | $15,053+291.8% | $13,006+353.5% | $13,398+340.2% |