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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 | $160,070-79.2% | $147,117-77.4% | $145,897-77.2% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.9pp | 80.3%-22.0pp |
| Annual return | 9.18% | 98.69%-89.5pp | 420.54%-411.4pp | 552.29%-543.1pp |
| Employer contribution / active EE | $2,672 | $5,285-49.4% | $4,932-45.8% | $4,663-42.7% |
| Participant deferral / active EE | $3,788 | $8,419-55.0% | $8,065-53.0% | $6,689-43.4% |
| Admin fee / account holder | $14,528 | $15,035-3.4% | $12,993+11.8% | $13,390+8.5% |