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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 | $160,070-73.7% | $147,117-71.4% | $145,897-71.1% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 8.28% | 98.69%-90.4pp | 420.54%-412.3pp | 552.29%-544.0pp |
| Employer contribution / active EE | $3,702 | $5,285-29.9% | $4,932-24.9% | $4,663-20.6% |
| Participant deferral / active EE | $4,410 | $8,419-47.6% | $8,065-45.3% | $6,689-34.1% |
| Admin fee / account holder | $5,612 | $15,035-62.7% | $12,993-56.8% | $13,390-58.1% |