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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 | $102,914 | $176,120-41.6% | $159,487-35.5% | $167,553-38.6% |
| Participation rate | 60.0% | 85.0%-25.0pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 9.57% | 331.95%-322.4pp | 263.71%-254.1pp | 478.89%-469.3pp |
| Employer contribution / active EE | $1,575 | $5,299-70.3% | $4,831-67.4% | $4,840-67.5% |
| Participant deferral / active EE | $3,875 | $7,752-50.0% | $7,354-47.3% | $6,343-38.9% |
| Admin fee / account holder | $759 | $12,561-94.0% | $10,804-93.0% | $12,316-93.8% |