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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 | $86,116 | $160,070-46.2% | $147,117-41.5% | $145,897-41.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 4.82% | 98.69%-93.9pp | 420.54%-415.7pp | 552.29%-547.5pp |
| Employer contribution / active EE | $2,566 | $5,285-51.4% | $4,932-48.0% | $4,663-45.0% |
| Participant deferral / active EE | $5,096 | $8,419-39.5% | $8,065-36.8% | $6,689-23.8% |
| Admin fee / account holder | $6,611 | $15,035-56.0% | $12,993-49.1% | $13,390-50.6% |