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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 | $38,535 | $159,978-75.9% | $147,041-73.8% | $145,978-73.6% |
| Participation rate | 53.8% | 84.0%-30.2pp | 82.2%-28.3pp | 80.3%-26.4pp |
| Annual return | 5.15% | 98.36%-93.2pp | 419.21%-414.1pp | 550.52%-545.4pp |
| Employer contribution / active EE | $1,738 | $5,288-67.1% | $4,935-64.8% | $4,662-62.7% |
| Participant deferral / active EE | $5,860 | $8,429-30.5% | $8,071-27.4% | $6,690-12.4% |
| Admin fee / account holder | $8,111 | $15,053-46.1% | $13,006-37.6% | $13,400-39.5% |