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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 | $123,826 | $217,432-43.1% | $185,849-33.4% | $167,536-26.1% |
| Participation rate | 50.0% | 86.1%-36.1pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 6.03% | 148.42%-142.4pp | 122.10%-116.1pp | 478.82%-472.8pp |
| Employer contribution / active EE | $3,926 | $5,875-33.2% | $5,169-24.1% | $4,839-18.9% |
| Participant deferral / active EE | $9,621 | $6,357+51.3% | $5,569+72.8% | $6,342+51.7% |
| Admin fee / account holder | $1,662 | $19,818-91.6% | $16,244-89.8% | $12,315-86.5% |