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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 | $49,240 | $160,040-69.2% | $147,096-66.5% | $145,877-66.2% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 5.47% | 98.49%-93.0pp | 419.75%-414.3pp | 551.28%-545.8pp |
| Employer contribution / active EE | $2,480 | $5,289-53.1% | $4,936-49.8% | $4,663-46.8% |
| Participant deferral / active EE | $8,613 | $8,429+2.2% | $8,071+6.7% | $6,691+28.7% |
| Admin fee / account holder | $1,165 | $15,050-92.3% | $13,005-91.0% | $13,402-91.3% |