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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 | $116,996 | $149,040-21.5% | $120,225-2.7% | $137,256-14.8% |
| Participation rate | 50.0% | 75.4%-25.4pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 8.55% | 605.68%-597.1pp | 439.23%-430.7pp | 220.34%-211.8pp |
| Employer contribution / active EE | $6,081 | $4,350+39.8% | $3,475+75.0% | $4,156+46.3% |
| Participant deferral / active EE | $11,750 | $4,655+152.4% | $3,999+193.8% | $6,407+83.4% |
| Admin fee / account holder | $1,508 | $6,348-76.3% | $5,696-73.5% | $12,270-87.7% |