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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 | $109,116 | $160,028-31.8% | $147,080-25.8% | $145,884-25.2% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 7.74% | 98.60%-90.9pp | 420.17%-412.4pp | 551.85%-544.1pp |
| Employer contribution / active EE | $3,110 | $5,286-41.2% | $4,933-37.0% | $4,662-33.3% |
| Participant deferral / active EE | $12,410 | $8,422+47.4% | $8,066+53.8% | $6,690+85.5% |
| Admin fee / account holder | $1,214 | $15,030-91.9% | $12,989-90.7% | $13,392-90.9% |