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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 | $72,952 | $160,070-54.4% | $147,117-50.4% | $145,897-50.0% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.9pp | 80.3%-47.0pp |
| Annual return | 5.07% | 98.69%-93.6pp | 420.54%-415.5pp | 552.29%-547.2pp |
| Employer contribution / active EE | $1,747 | $5,285-66.9% | $4,932-64.6% | $4,663-62.5% |
| Participant deferral / active EE | $10,767 | $8,419+27.9% | $8,065+33.5% | $6,689+61.0% |
| Admin fee / account holder | $132,122 | $15,035+778.7% | $12,993+916.9% | $13,390+886.7% |