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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 | $92,807 | $183,627-49.5% | $155,602-40.4% | $145,978-36.4% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 8.42% | 61.32%-52.9pp | 64.81%-56.4pp | 550.52%-542.1pp |
| Employer contribution / active EE | $0 | $5,316-100.0% | $4,675-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,189 | $6,466-4.3% | $5,629+10.0% | $6,690-7.5% |
| Admin fee / account holder | $33,284 | $19,327+72.2% | $15,923+109.0% | $13,400+148.4% |