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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 | $86,118 | $160,028-46.2% | $147,080-41.4% | $145,884-41.0% |
| Participation rate | 37.5% | 84.0%-46.5pp | 82.2%-44.7pp | 80.3%-42.8pp |
| Annual return | 9.52% | 98.60%-89.1pp | 420.17%-410.6pp | 551.85%-542.3pp |
| Employer contribution / active EE | $1,208 | $5,286-77.1% | $4,933-75.5% | $4,662-74.1% |
| Participant deferral / active EE | $5,769 | $8,422-31.5% | $8,066-28.5% | $6,690-13.8% |
| Admin fee / account holder | $2,958 | $15,030-80.3% | $12,989-77.2% | $13,392-77.9% |