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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 | $75,645 | $159,934-52.7% | $147,005-48.5% | $145,959-48.2% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 4.47% | 98.24%-93.8pp | 418.76%-414.3pp | 561.95%-557.5pp |
| Employer contribution / active EE | $2,123 | $5,287-59.8% | $4,934-57.0% | $4,661-54.4% |
| Participant deferral / active EE | $4,140 | $8,427-50.9% | $8,070-48.7% | $6,689-38.1% |
| Admin fee / account holder | $7,166 | $15,053-52.4% | $13,006-44.9% | $13,398-46.5% |