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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 | $96,089 | $166,131-42.2% | $164,975-41.8% | $145,877-34.1% |
| Participation rate | 55.0% | 82.0%-27.0pp | 78.6%-23.6pp | 80.3%-25.3pp |
| Annual return | 8.37% | 100.37%-92.0pp | 70.12%-61.8pp | 551.28%-542.9pp |
| Employer contribution / active EE | $1,919 | $5,276-63.6% | $4,343-55.8% | $4,663-58.8% |
| Participant deferral / active EE | $3,802 | $6,962-45.4% | $6,033-37.0% | $6,691-43.2% |
| Admin fee / account holder | $473 | $16,648-97.2% | $12,688-96.3% | $13,402-96.5% |