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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 | $79,152 | $160,070-50.6% | $147,117-46.2% | $145,897-45.7% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 9.38% | 98.69%-89.3pp | 420.54%-411.2pp | 552.29%-542.9pp |
| Employer contribution / active EE | $1,500 | $5,285-71.6% | $4,932-69.6% | $4,663-67.8% |
| Participant deferral / active EE | $3,250 | $8,419-61.4% | $8,065-59.7% | $6,689-51.4% |
| Admin fee / account holder | $414 | $15,035-97.2% | $12,993-96.8% | $13,390-96.9% |