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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 | $106,260 | $159,934-33.6% | $147,005-27.7% | $145,959-27.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 7.06% | 98.24%-91.2pp | 418.76%-411.7pp | 561.95%-554.9pp |
| Employer contribution / active EE | $2,233 | $5,287-57.8% | $4,934-54.7% | $4,661-52.1% |
| Participant deferral / active EE | $10,933 | $8,427+29.7% | $8,070+35.5% | $6,689+63.5% |
| Admin fee / account holder | $1,471 | $15,053-90.2% | $13,006-88.7% | $13,398-89.0% |