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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 | $96,018 | $134,817-28.8% | $123,973-22.5% | $155,188-38.1% |
| Participation rate | 46.7% | 79.4%-32.7pp | 76.7%-30.0pp | 80.8%-34.1pp |
| Annual return | 6.58% | 515.49%-508.9pp | 388.13%-381.5pp | 148.84%-142.3pp |
| Employer contribution / active EE | $2,134 | $4,425-51.8% | $4,126-48.3% | $4,248-49.8% |
| Participant deferral / active EE | $10,127 | $5,706+77.5% | $5,247+93.0% | $6,531+55.1% |
| Admin fee / account holder | $68,484 | $13,245+417.0% | $11,799+480.4% | $14,480+373.0% |