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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 | $81,806 | $166,131-50.8% | $164,975-50.4% | $145,877-43.9% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 7.25% | 100.37%-93.1pp | 70.12%-62.9pp | 551.28%-544.0pp |
| Employer contribution / active EE | $1,251 | $5,276-76.3% | $4,343-71.2% | $4,663-73.2% |
| Participant deferral / active EE | $2,992 | $6,962-57.0% | $6,033-50.4% | $6,691-55.3% |
| Admin fee / account holder | $1,590 | $16,648-90.4% | $12,688-87.5% | $13,402-88.1% |