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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 | $89,967 | $183,539-51.0% | $155,556-42.2% | $145,897-38.3% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 6.22% | 61.31%-55.1pp | 64.84%-58.6pp | 552.29%-546.1pp |
| Employer contribution / active EE | $11,458 | $5,315+115.6% | $4,675+145.1% | $4,663+145.7% |
| Participant deferral / active EE | $15,250 | $6,467+135.8% | $5,631+170.8% | $6,689+128.0% |
| Admin fee / account holder | $846 | $19,275-95.6% | $15,885-94.7% | $13,390-93.7% |