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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 | $69,371 | $160,070-56.7% | $147,117-52.8% | $145,897-52.5% |
| Participation rate | 57.9% | 84.0%-26.1pp | 82.2%-24.3pp | 80.3%-22.4pp |
| Annual return | 8.75% | 98.69%-89.9pp | 420.54%-411.8pp | 552.29%-543.5pp |
| Employer contribution / active EE | $1,916 | $5,285-63.7% | $4,932-61.2% | $4,663-58.9% |
| Participant deferral / active EE | $4,900 | $8,419-41.8% | $8,065-39.2% | $6,689-26.8% |
| Admin fee / account holder | $2,667 | $15,035-82.3% | $12,993-79.5% | $13,390-80.1% |