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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 | $107,445 | $176,105-39.0% | $159,474-32.6% | $167,536-35.9% |
| Participation rate | 33.3% | 85.0%-51.6pp | 82.8%-49.5pp | 82.1%-48.8pp |
| Annual return | 9.05% | 331.91%-322.9pp | 263.68%-254.6pp | 478.82%-469.8pp |
| Employer contribution / active EE | $2,800 | $5,299-47.2% | $4,831-42.0% | $4,839-42.1% |
| Participant deferral / active EE | $6,500 | $7,751-16.1% | $7,353-11.6% | $6,342+2.5% |
| Admin fee / account holder | $1,027 | $12,559-91.8% | $10,802-90.5% | $12,315-91.7% |