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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 | $56,407 | $160,028-64.8% | $147,080-61.6% | $145,884-61.3% |
| Participation rate | 57.9% | 84.0%-26.1pp | 82.2%-24.3pp | 80.3%-22.4pp |
| Annual return | 7.52% | 98.60%-91.1pp | 420.17%-412.6pp | 551.85%-544.3pp |
| Employer contribution / active EE | $2,020 | $5,286-61.8% | $4,933-59.1% | $4,662-56.7% |
| Participant deferral / active EE | $7,901 | $8,422-6.2% | $8,066-2.0% | $6,690+18.1% |
| Admin fee / account holder | $17,787 | $15,030+18.3% | $12,989+36.9% | $13,392+32.8% |