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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 | $155,318 | $160,028-2.9% | $147,080+5.6% | $145,884+6.5% |
| Participation rate | 30.0% | 84.0%-54.0pp | 82.2%-52.2pp | 80.3%-50.3pp |
| Annual return | 8.57% | 98.60%-90.0pp | 420.17%-411.6pp | 551.85%-543.3pp |
| Employer contribution / active EE | $1,346 | $5,286-74.5% | $4,933-72.7% | $4,662-71.1% |
| Participant deferral / active EE | $4,842 | $8,422-42.5% | $8,066-40.0% | $6,690-27.6% |
| Admin fee / account holder | $1,076 | $15,030-92.8% | $12,989-91.7% | $13,392-92.0% |