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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 | $58,610 | $160,070-63.4% | $147,117-60.2% | $145,897-59.8% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 9.21% | 98.69%-89.5pp | 420.54%-411.3pp | 552.29%-543.1pp |
| Employer contribution / active EE | $2,500 | $5,285-52.7% | $4,932-49.3% | $4,663-46.4% |
| Participant deferral / active EE | $5,956 | $8,419-29.3% | $8,065-26.2% | $6,689-11.0% |
| Admin fee / account holder | $145,206 | $15,035+865.8% | $12,993+1017.6% | $13,390+984.4% |