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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 | $93,134 | $165,351-43.7% | $149,710-37.8% | $158,931-41.4% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 7.39% | 348.19%-340.8pp | 276.63%-269.2pp | 302.86%-295.5pp |
| Employer contribution / active EE | $2,381 | $5,103-53.3% | $4,645-48.7% | $4,761-50.0% |
| Participant deferral / active EE | $7,093 | $7,181-1.2% | $6,842+3.7% | $5,982+18.6% |
| Admin fee / account holder | $17,972 | $10,807+66.3% | $9,309+93.1% | $11,247+59.8% |