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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 | $42,132 | $159,978-73.7% | $147,041-71.3% | $145,978-71.1% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 8.28% | 98.36%-90.1pp | 419.21%-410.9pp | 550.52%-542.2pp |
| Employer contribution / active EE | $3,702 | $5,288-30.0% | $4,935-25.0% | $4,662-20.6% |
| Participant deferral / active EE | $4,410 | $8,429-47.7% | $8,071-45.4% | $6,690-34.1% |
| Admin fee / account holder | $5,612 | $15,053-62.7% | $13,006-56.9% | $13,400-58.1% |