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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 | $160,040-53.7% | $147,096-49.6% | $145,877-49.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 8.01% | 98.49%-90.5pp | 419.75%-411.7pp | 551.28%-543.3pp |
| Employer contribution / active EE | $4,495 | $5,289-15.0% | $4,936-8.9% | $4,663-3.6% |
| Participant deferral / active EE | $5,864 | $8,429-30.4% | $8,071-27.3% | $6,691-12.4% |
| Admin fee / account holder | $37,665 | $15,050+150.3% | $13,005+189.6% | $13,402+181.0% |