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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 | $55,054 | $160,028-65.6% | $147,080-62.6% | $145,884-62.3% |
| Participation rate | 55.6% | 84.0%-28.5pp | 82.2%-26.6pp | 80.3%-24.7pp |
| Annual return | 8.27% | 98.60%-90.3pp | 420.17%-411.9pp | 551.85%-543.6pp |
| Employer contribution / active EE | $2,281 | $5,286-56.8% | $4,933-53.8% | $4,662-51.1% |
| Participant deferral / active EE | $3,575 | $8,422-57.5% | $8,066-55.7% | $6,690-46.6% |
| Admin fee / account holder | $7,122 | $15,030-52.6% | $12,989-45.2% | $13,392-46.8% |