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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 | $87,273 | $160,028-45.5% | $147,080-40.7% | $145,884-40.2% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 8.31% | 98.60%-90.3pp | 420.17%-411.9pp | 551.85%-543.5pp |
| Employer contribution / active EE | $1,821 | $5,286-65.5% | $4,933-63.1% | $4,662-60.9% |
| Participant deferral / active EE | $3,463 | $8,422-58.9% | $8,066-57.1% | $6,690-48.2% |
| Admin fee / account holder | $79,774 | $15,030+430.8% | $12,989+514.2% | $13,392+495.7% |