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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 | $160,040-63.8% | $147,096-60.7% | $145,877-60.3% |
| Participation rate | 57.9% | 84.0%-26.1pp | 82.2%-24.3pp | 80.3%-22.4pp |
| Annual return | 8.52% | 98.49%-90.0pp | 419.75%-411.2pp | 551.28%-542.8pp |
| Employer contribution / active EE | $2,386 | $5,289-54.9% | $4,936-51.7% | $4,663-48.8% |
| Participant deferral / active EE | $5,086 | $8,429-39.7% | $8,071-37.0% | $6,691-24.0% |
| Admin fee / account holder | $13,649 | $15,050-9.3% | $13,005+5.0% | $13,402+1.8% |