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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 | $129,743 | $160,040-18.9% | $147,096-11.8% | $145,877-11.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 7.48% | 98.49%-91.0pp | 419.75%-412.3pp | 551.28%-543.8pp |
| Employer contribution / active EE | $1,554 | $5,289-70.6% | $4,936-68.5% | $4,663-66.7% |
| Participant deferral / active EE | $8,356 | $8,429-0.9% | $8,071+3.5% | $6,691+24.9% |
| Admin fee / account holder | $19,775 | $15,050+31.4% | $13,005+52.1% | $13,402+47.6% |