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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 | $57,007 | $176,105-67.6% | $159,474-64.3% | $167,536-66.0% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 5.86% | 331.91%-326.0pp | 263.68%-257.8pp | 478.82%-473.0pp |
| Employer contribution / active EE | $5,266 | $5,299-0.6% | $4,831+9.0% | $4,839+8.8% |
| Participant deferral / active EE | $6,975 | $7,751-10.0% | $7,353-5.1% | $6,342+10.0% |
| Admin fee / account holder | $31,933 | $12,559+154.3% | $10,802+195.6% | $12,315+159.3% |