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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 | $88,567 | $160,040-44.7% | $147,096-39.8% | $145,877-39.3% |
| Participation rate | 45.5% | 84.0%-38.6pp | 82.2%-36.7pp | 80.3%-34.8pp |
| Annual return | 7.63% | 98.49%-90.9pp | 419.75%-412.1pp | 551.28%-543.7pp |
| Employer contribution / active EE | $1,514 | $5,289-71.4% | $4,936-69.3% | $4,663-67.5% |
| Participant deferral / active EE | $3,531 | $8,429-58.1% | $8,071-56.3% | $6,691-47.2% |
| Admin fee / account holder | $73,735 | $15,050+389.9% | $13,005+467.0% | $13,402+450.2% |