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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 | $63,884 | $159,978-60.1% | $147,041-56.6% | $145,978-56.2% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 9.44% | 98.36%-88.9pp | 419.21%-409.8pp | 550.52%-541.1pp |
| Employer contribution / active EE | $2,763 | $5,288-47.7% | $4,935-44.0% | $4,662-40.7% |
| Participant deferral / active EE | $5,581 | $8,429-33.8% | $8,071-30.9% | $6,690-16.6% |
| Admin fee / account holder | $775 | $15,053-94.8% | $13,006-94.0% | $13,400-94.2% |