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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 | $160,070-47.0% | $147,117-42.4% | $145,897-41.9% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 4.78% | 98.69%-93.9pp | 420.54%-415.8pp | 552.29%-547.5pp |
| Employer contribution / active EE | $4,950 | $5,285-6.3% | $4,932+0.4% | $4,663+6.2% |
| Participant deferral / active EE | $15,250 | $8,419+81.1% | $8,065+89.1% | $6,689+128.0% |
| Admin fee / account holder | $20,002 | $15,035+33.0% | $12,993+53.9% | $13,390+49.4% |