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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 | $61,396 | $160,040-61.6% | $147,096-58.3% | $145,877-57.9% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 5.73% | 98.49%-92.8pp | 419.75%-414.0pp | 551.28%-545.5pp |
| Employer contribution / active EE | $7,549 | $5,289+42.7% | $4,936+52.9% | $4,663+61.9% |
| Participant deferral / active EE | $19,596 | $8,429+132.5% | $8,071+142.8% | $6,691+192.9% |
| Admin fee / account holder | $5,351 | $15,050-64.4% | $13,005-58.9% | $13,402-60.1% |