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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 | $52,434 | $160,028-67.2% | $147,080-64.4% | $145,884-64.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 5.73% | 98.60%-92.9pp | 420.17%-414.4pp | 551.85%-546.1pp |
| Employer contribution / active EE | $2,625 | $5,286-50.3% | $4,933-46.8% | $4,662-43.7% |
| Participant deferral / active EE | $3,000 | $8,422-64.4% | $8,066-62.8% | $6,690-55.2% |
| Admin fee / account holder | $14,000 | $15,030-6.9% | $12,989+7.8% | $13,392+4.5% |