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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 | $48,397 | $160,040-69.8% | $147,096-67.1% | $145,877-66.8% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 9.19% | 98.49%-89.3pp | 419.75%-410.6pp | 551.28%-542.1pp |
| Employer contribution / active EE | $2,055 | $5,289-61.1% | $4,936-58.4% | $4,663-55.9% |
| Participant deferral / active EE | $7,371 | $8,429-12.6% | $8,071-8.7% | $6,691+10.2% |
| Admin fee / account holder | $16,779 | $15,050+11.5% | $13,005+29.0% | $13,402+25.2% |