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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 | $97,234 | $166,242-41.5% | $165,071-41.1% | $145,884-33.3% |
| Participation rate | 57.1% | 82.0%-24.9pp | 78.6%-21.5pp | 80.3%-23.2pp |
| Annual return | 8.53% | 100.44%-91.9pp | 70.17%-61.6pp | 551.85%-543.3pp |
| Employer contribution / active EE | $2,239 | $5,283-57.6% | $4,347-48.5% | $4,662-52.0% |
| Participant deferral / active EE | $6,674 | $6,964-4.2% | $6,035+10.6% | $6,690-0.2% |
| Admin fee / account holder | $9,602 | $16,658-42.4% | $12,695-24.4% | $13,392-28.3% |