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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 | $55,251 | $159,978-65.5% | $147,041-62.4% | $145,978-62.2% |
| Participation rate | 16.7% | 84.0%-67.3pp | 82.2%-65.5pp | 80.3%-63.6pp |
| Annual return | 9.60% | 98.36%-88.8pp | 419.21%-409.6pp | 550.52%-540.9pp |
| Employer contribution / active EE | $3,533 | $5,288-33.2% | $4,935-28.4% | $4,662-24.2% |
| Participant deferral / active EE | $16,569 | $8,429+96.6% | $8,071+105.3% | $6,690+147.7% |
| Admin fee / account holder | $53,209 | $15,053+253.5% | $13,006+309.1% | $13,400+297.1% |