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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 | $84,766 | $160,040-47.0% | $147,096-42.4% | $145,877-41.9% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 4.78% | 98.49%-93.7pp | 419.75%-415.0pp | 551.28%-546.5pp |
| Employer contribution / active EE | $4,950 | $5,289-6.4% | $4,936+0.3% | $4,663+6.2% |
| Participant deferral / active EE | $15,250 | $8,429+80.9% | $8,071+88.9% | $6,691+127.9% |
| Admin fee / account holder | $20,002 | $15,050+32.9% | $13,005+53.8% | $13,402+49.2% |