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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 | $165,399-43.7% | $149,745-37.8% | $158,982-41.4% |
| Participation rate | 50.0% | 84.6%-34.6pp | 82.5%-32.5pp | 82.0%-32.0pp |
| Annual return | 7.39% | 348.34%-340.9pp | 276.72%-269.3pp | 302.99%-295.6pp |
| Employer contribution / active EE | $2,381 | $5,105-53.4% | $4,646-48.7% | $4,763-50.0% |
| Participant deferral / active EE | $7,093 | $7,183-1.2% | $6,843+3.7% | $5,983+18.5% |
| Admin fee / account holder | $17,972 | $10,811+66.2% | $9,312+93.0% | $11,252+59.7% |