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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 | $107,364 | $72,071+49.0% | $68,368+57.0% | $137,256-21.8% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 9.08% | 353.14%-344.1pp | 292.57%-283.5pp | 220.34%-211.3pp |
| Employer contribution / active EE | $1,488 | $2,788-46.6% | $2,649-43.8% | $4,156-64.2% |
| Participant deferral / active EE | $6,500 | $4,410+47.4% | $4,123+57.7% | $6,407+1.5% |
| Admin fee / account holder | $1,451 | $5,336-72.8% | $5,150-71.8% | $12,270-88.2% |