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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 | $101,374 | $183,516-44.8% | $155,534-34.8% | $145,884-30.5% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 7.69% | 61.43%-53.7pp | 64.92%-57.2pp | 551.85%-544.2pp |
| Employer contribution / active EE | $2,043 | $5,315-61.6% | $4,675-56.3% | $4,662-56.2% |
| Participant deferral / active EE | $14,613 | $6,467+126.0% | $5,630+159.5% | $6,690+118.4% |
| Admin fee / account holder | $2,050 | $19,293-89.4% | $15,900-87.1% | $13,392-84.7% |