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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 | $80,215 | $106,008-24.3% | $92,240-13.0% | $147,586-45.6% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 6.28% | 50.05%-43.8pp | 176.29%-170.0pp | 578.59%-572.3pp |
| Employer contribution / active EE | $1,633 | $4,333-62.3% | $3,680-55.6% | $4,876-66.5% |
| Participant deferral / active EE | $2,159 | $4,478-51.8% | $3,897-44.6% | $5,439-60.3% |
| Admin fee / account holder | $768 | $6,333-87.9% | $5,194-85.2% | $10,886-92.9% |