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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 | $62,556 | $129,737-51.8% | $119,126-47.5% | $154,746-59.6% |
| Participation rate | 45.5% | 78.9%-33.4pp | 75.8%-30.3pp | 80.7%-35.2pp |
| Annual return | 9.39% | 379.08%-369.7pp | 282.11%-272.7pp | 172.34%-162.9pp |
| Employer contribution / active EE | $2,388 | $4,375-45.4% | $4,034-40.8% | $4,379-45.5% |
| Participant deferral / active EE | $5,962 | $5,842+2.1% | $5,318+12.1% | $6,730-11.4% |
| Admin fee / account holder | $45,731 | $11,961+282.3% | $10,693+327.7% | $14,365+218.3% |