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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 | $108,591 | $110,093-1.4% | $97,295+11.6% | $145,897-25.6% |
| Participation rate | 50.0% | 75.9%-25.9pp | 72.7%-22.7pp | 80.3%-30.3pp |
| Annual return | 6.04% | 244.76%-238.7pp | 75.62%-69.6pp | 552.29%-546.3pp |
| Employer contribution / active EE | $1,284 | $3,077-58.3% | $2,723-52.8% | $4,663-72.5% |
| Participant deferral / active EE | $7,703 | $4,678+64.7% | $4,264+80.7% | $6,689+15.2% |
| Admin fee / account holder | $2,456 | $6,212-60.5% | $5,646-56.5% | $13,390-81.7% |