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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 | $95,808 | $111,535-14.1% | $105,223-8.9% | $137,256-30.2% |
| Participation rate | 33.3% | 78.1%-44.8pp | 75.0%-41.7pp | 80.0%-46.6pp |
| Annual return | 9.58% | 237.85%-228.3pp | 180.65%-171.1pp | 220.34%-210.8pp |
| Employer contribution / active EE | $1,565 | $3,939-60.3% | $3,689-57.6% | $4,156-62.3% |
| Participant deferral / active EE | $2,899 | $5,500-47.3% | $5,072-42.8% | $6,407-54.7% |
| Admin fee / account holder | $39,189 | $9,721+303.1% | $8,859+342.4% | $12,270+219.4% |