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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 | $102,031 | $106,008-3.8% | $92,240+10.6% | $147,586-30.9% |
| Participation rate | 36.4% | 80.4%-44.1pp | 76.5%-40.1pp | 82.8%-46.5pp |
| Annual return | 8.41% | 50.05%-41.6pp | 176.29%-167.9pp | 578.59%-570.2pp |
| Employer contribution / active EE | $897 | $4,333-79.3% | $3,680-75.6% | $4,876-81.6% |
| Participant deferral / active EE | $4,281 | $4,478-4.4% | $3,897+9.8% | $5,439-21.3% |
| Admin fee / account holder | $334 | $6,333-94.7% | $5,194-93.6% | $10,886-96.9% |