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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 | $160,040-25.9% | $147,096-19.4% | $145,877-18.8% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 8.12% | 98.49%-90.4pp | 419.75%-411.6pp | 551.28%-543.2pp |
| Employer contribution / active EE | $2,303 | $5,289-56.5% | $4,936-53.4% | $4,663-50.6% |
| Participant deferral / active EE | $5,025 | $8,429-40.4% | $8,071-37.7% | $6,691-24.9% |
| Admin fee / account holder | $5,069 | $15,050-66.3% | $13,005-61.0% | $13,402-62.2% |