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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 | $160,028-75.9% | $147,080-73.8% | $145,884-73.6% |
| Participation rate | 53.8% | 84.0%-30.2pp | 82.2%-28.3pp | 80.3%-26.5pp |
| Annual return | 5.15% | 98.60%-93.4pp | 420.17%-415.0pp | 551.85%-546.7pp |
| Employer contribution / active EE | $1,738 | $5,286-67.1% | $4,933-64.8% | $4,662-62.7% |
| Participant deferral / active EE | $5,860 | $8,422-30.4% | $8,066-27.4% | $6,690-12.4% |
| Admin fee / account holder | $8,111 | $15,030-46.0% | $12,989-37.6% | $13,392-39.4% |