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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 | $105,338 | $180,749-41.7% | $160,784-34.5% | $137,256-23.3% |
| Participation rate | 60.0% | 80.0%-20.0pp | 77.0%-17.0pp | 80.0%-20.0pp |
| Annual return | 10.14% | 2234.46%-2224.3pp | 1803.92%-1793.8pp | 220.34%-210.2pp |
| Employer contribution / active EE | $2,166 | $4,155-47.9% | $3,733-42.0% | $4,156-47.9% |
| Participant deferral / active EE | $7,455 | $6,844+8.9% | $6,293+18.5% | $6,407+16.4% |
| Admin fee / account holder | $1,004 | $10,397-90.3% | $9,717-89.7% | $12,270-91.8% |