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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 | $107,173 | $160,070-33.0% | $147,117-27.2% | $145,897-26.5% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 7.82% | 98.69%-90.9pp | 420.54%-412.7pp | 552.29%-544.5pp |
| Employer contribution / active EE | $2,840 | $5,285-46.3% | $4,932-42.4% | $4,663-39.1% |
| Participant deferral / active EE | $7,024 | $8,419-16.6% | $8,065-12.9% | $6,689+5.0% |
| Admin fee / account holder | $108,422 | $15,035+621.1% | $12,993+734.5% | $13,390+709.7% |