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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 | $101,323 | $166,131-39.0% | $164,975-38.6% | $145,877-30.5% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.6%-38.6pp | 80.3%-40.3pp |
| Annual return | 7.49% | 100.37%-92.9pp | 70.12%-62.6pp | 551.28%-543.8pp |
| Employer contribution / active EE | $2,671 | $5,276-49.4% | $4,343-38.5% | $4,663-42.7% |
| Participant deferral / active EE | $4,492 | $6,962-35.5% | $6,033-25.6% | $6,691-32.9% |
| Admin fee / account holder | $2,399 | $16,648-85.6% | $12,688-81.1% | $13,402-82.1% |