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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 | $102,595-11.6% | $94,057-3.6% | $154,746-41.4% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 8.14% | 583.42%-575.3pp | 480.62%-472.5pp | 172.34%-164.2pp |
| Employer contribution / active EE | $1,562 | $3,147-50.4% | $2,933-46.8% | $4,379-64.3% |
| Participant deferral / active EE | $4,327 | $5,118-15.5% | $4,709-8.1% | $6,730-35.7% |
| Admin fee / account holder | $1,226 | $7,736-84.2% | $7,244-83.1% | $14,365-91.5% |