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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 | $80,001 | $160,070-50.0% | $147,117-45.6% | $145,897-45.2% |
| Participation rate | 20.0% | 84.0%-64.0pp | 82.2%-62.2pp | 80.3%-60.3pp |
| Annual return | 8.15% | 98.69%-90.5pp | 420.54%-412.4pp | 552.29%-544.1pp |
| Employer contribution / active EE | $2,080 | $5,285-60.6% | $4,932-57.8% | $4,663-55.4% |
| Participant deferral / active EE | $2,600 | $8,419-69.1% | $8,065-67.8% | $6,689-61.1% |
| Admin fee / account holder | $2,031 | $15,035-86.5% | $12,993-84.4% | $13,390-84.8% |