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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 | $74,089 | $160,070-53.7% | $147,117-49.6% | $145,897-49.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 8.01% | 98.69%-90.7pp | 420.54%-412.5pp | 552.29%-544.3pp |
| Employer contribution / active EE | $4,495 | $5,285-14.9% | $4,932-8.9% | $4,663-3.6% |
| Participant deferral / active EE | $5,864 | $8,419-30.4% | $8,065-27.3% | $6,689-12.3% |
| Admin fee / account holder | $37,665 | $15,035+150.5% | $12,993+189.9% | $13,390+181.3% |