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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 | $118,517 | $160,070-26.0% | $147,117-19.4% | $145,897-18.8% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 8.12% | 98.69%-90.6pp | 420.54%-412.4pp | 552.29%-544.2pp |
| Employer contribution / active EE | $2,303 | $5,285-56.4% | $4,932-53.3% | $4,663-50.6% |
| Participant deferral / active EE | $5,025 | $8,419-40.3% | $8,065-37.7% | $6,689-24.9% |
| Admin fee / account holder | $5,069 | $15,035-66.3% | $12,993-61.0% | $13,390-62.1% |