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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 | $33,282 | $159,934-79.2% | $147,005-77.4% | $145,959-77.2% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.8pp | 80.3%-22.0pp |
| Annual return | 9.18% | 98.24%-89.1pp | 418.76%-409.6pp | 561.95%-552.8pp |
| Employer contribution / active EE | $2,672 | $5,287-49.5% | $4,934-45.9% | $4,661-42.7% |
| Participant deferral / active EE | $3,788 | $8,427-55.1% | $8,070-53.1% | $6,689-43.4% |
| Admin fee / account holder | $14,528 | $15,053-3.5% | $13,006+11.7% | $13,398+8.4% |