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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 | $59,420 | $111,535-46.7% | $105,223-43.5% | $137,256-56.7% |
| Participation rate | 34.8% | 78.1%-43.3pp | 75.0%-40.3pp | 80.0%-45.2pp |
| Annual return | 6.16% | 237.85%-231.7pp | 180.65%-174.5pp | 220.34%-214.2pp |
| Employer contribution / active EE | $1,741 | $3,939-55.8% | $3,689-52.8% | $4,156-58.1% |
| Participant deferral / active EE | $4,418 | $5,500-19.7% | $5,072-12.9% | $6,407-31.0% |
| Admin fee / account holder | $63,716 | $9,721+555.4% | $8,859+619.2% | $12,270+419.3% |