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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 | $42,146 | $160,070-73.7% | $147,117-71.4% | $145,897-71.1% |
| Participation rate | 42.9% | 84.0%-41.2pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 9.12% | 98.69%-89.6pp | 420.54%-411.4pp | 552.29%-543.2pp |
| Employer contribution / active EE | $1,189 | $5,285-77.5% | $4,932-75.9% | $4,663-74.5% |
| Participant deferral / active EE | $4,663 | $8,419-44.6% | $8,065-42.2% | $6,689-30.3% |
| Admin fee / account holder | $11,262 | $15,035-25.1% | $12,993-13.3% | $13,390-15.9% |