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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 | $64,472 | $209,425-69.2% | $178,499-63.9% | $158,966-59.4% |
| Participation rate | 60.0% | 86.4%-26.4pp | 81.9%-21.9pp | 82.0%-22.0pp |
| Annual return | 3.84% | 188.80%-185.0pp | 151.10%-147.3pp | 302.95%-299.1pp |
| Employer contribution / active EE | $1,955 | $5,707-65.7% | $5,011-61.0% | $4,762-58.9% |
| Participant deferral / active EE | $7,432 | $5,955+24.8% | $5,202+42.9% | $5,983+24.2% |
| Admin fee / account holder | $191,554 | $17,078+1021.6% | $13,986+1269.6% | $11,250+1602.7% |