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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 | $132,645 | $159,934-17.1% | $147,005-9.8% | $145,959-9.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 8.03% | 98.24%-90.2pp | 418.76%-410.7pp | 561.95%-553.9pp |
| Employer contribution / active EE | $2,193 | $5,287-58.5% | $4,934-55.6% | $4,661-52.9% |
| Participant deferral / active EE | $6,950 | $8,427-17.5% | $8,070-13.9% | $6,689+3.9% |
| Admin fee / account holder | $69,235 | $15,053+359.9% | $13,006+432.3% | $13,398+416.8% |