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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 | $98,318 | $159,934-38.5% | $147,005-33.1% | $145,959-32.6% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 8.56% | 98.24%-89.7pp | 418.76%-410.2pp | 561.95%-553.4pp |
| Employer contribution / active EE | $1,785 | $5,287-66.2% | $4,934-63.8% | $4,661-61.7% |
| Participant deferral / active EE | $2,625 | $8,427-68.9% | $8,070-67.5% | $6,689-60.8% |
| Admin fee / account holder | $26,808 | $15,053+78.1% | $13,006+106.1% | $13,398+100.1% |