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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 | $88,376 | $149,040-40.7% | $120,225-26.5% | $137,256-35.6% |
| Participation rate | 54.5% | 75.4%-20.9pp | 69.6%-15.0pp | 80.0%-25.4pp |
| Annual return | 8.74% | 605.68%-596.9pp | 439.23%-430.5pp | 220.34%-211.6pp |
| Employer contribution / active EE | $3,667 | $4,350-15.7% | $3,475+5.5% | $4,156-11.8% |
| Participant deferral / active EE | $1,659 | $4,655-64.4% | $3,999-58.5% | $6,407-74.1% |
| Admin fee / account holder | $9,092 | $6,348+43.2% | $5,696+59.6% | $12,270-25.9% |