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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 | $57,857 | $160,070-63.9% | $147,117-60.7% | $145,897-60.3% |
| Participation rate | 57.9% | 84.0%-26.1pp | 82.2%-24.3pp | 80.3%-22.4pp |
| Annual return | 8.52% | 98.69%-90.2pp | 420.54%-412.0pp | 552.29%-543.8pp |
| Employer contribution / active EE | $2,386 | $5,285-54.9% | $4,932-51.6% | $4,663-48.8% |
| Participant deferral / active EE | $5,086 | $8,419-39.6% | $8,065-36.9% | $6,689-24.0% |
| Admin fee / account holder | $13,649 | $15,035-9.2% | $12,993+5.1% | $13,390+1.9% |