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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 | $48,670 | $160,070-69.6% | $147,117-66.9% | $145,897-66.6% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 5.97% | 98.69%-92.7pp | 420.54%-414.6pp | 552.29%-546.3pp |
| Employer contribution / active EE | $1,125 | $5,285-78.7% | $4,932-77.2% | $4,663-75.9% |
| Participant deferral / active EE | $4,071 | $8,419-51.6% | $8,065-49.5% | $6,689-39.1% |
| Admin fee / account holder | $11,431 | $15,035-24.0% | $12,993-12.0% | $13,390-14.6% |