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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 | $90,709 | $72,071+25.9% | $68,368+32.7% | $137,256-33.9% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 8.14% | 353.14%-345.0pp | 292.57%-284.4pp | 220.34%-212.2pp |
| Employer contribution / active EE | $1,562 | $2,788-44.0% | $2,649-41.1% | $4,156-62.4% |
| Participant deferral / active EE | $4,327 | $4,410-1.9% | $4,123+5.0% | $6,407-32.5% |
| Admin fee / account holder | $1,226 | $5,336-77.0% | $5,150-76.2% | $12,270-90.0% |