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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 | $104,748 | $160,040-34.5% | $147,096-28.8% | $145,877-28.2% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 7.65% | 98.49%-90.8pp | 419.75%-412.1pp | 551.28%-543.6pp |
| Employer contribution / active EE | $2,686 | $5,289-49.2% | $4,936-45.6% | $4,663-42.4% |
| Participant deferral / active EE | $4,212 | $8,429-50.0% | $8,071-47.8% | $6,691-37.0% |
| Admin fee / account holder | $37,210 | $15,050+147.2% | $13,005+186.1% | $13,402+177.6% |