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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 | $99,856 | $159,934-37.6% | $147,005-32.1% | $145,959-31.6% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 6.00% | 98.24%-92.2pp | 418.76%-412.8pp | 561.95%-556.0pp |
| Employer contribution / active EE | $9,438 | $5,287+78.5% | $4,934+91.3% | $4,661+102.5% |
| Participant deferral / active EE | $15,250 | $8,427+81.0% | $8,070+89.0% | $6,689+128.0% |
| Admin fee / account holder | $708 | $15,053-95.3% | $13,006-94.6% | $13,398-94.7% |