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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 | $71,274 | $159,934-55.4% | $147,005-51.5% | $145,959-51.2% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 9.27% | 98.24%-89.0pp | 418.76%-409.5pp | 561.95%-552.7pp |
| Employer contribution / active EE | $2,623 | $5,287-50.4% | $4,934-46.8% | $4,661-43.7% |
| Participant deferral / active EE | $4,719 | $8,427-44.0% | $8,070-41.5% | $6,689-29.4% |
| Admin fee / account holder | $25,214 | $15,053+67.5% | $13,006+93.9% | $13,398+88.2% |