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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 | $115,926 | $160,070-27.6% | $147,117-21.2% | $145,897-20.5% |
| Participation rate | 56.3% | 84.0%-27.8pp | 82.2%-25.9pp | 80.3%-24.1pp |
| Annual return | 8.87% | 98.69%-89.8pp | 420.54%-411.7pp | 552.29%-543.4pp |
| Employer contribution / active EE | $1,973 | $5,285-62.7% | $4,932-60.0% | $4,663-57.7% |
| Participant deferral / active EE | $4,351 | $8,419-48.3% | $8,065-46.1% | $6,689-35.0% |
| Admin fee / account holder | $92,346 | $15,035+514.2% | $12,993+610.7% | $13,390+589.6% |