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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 | $80,402 | $160,040-49.8% | $147,096-45.3% | $145,877-44.9% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 4.28% | 98.49%-94.2pp | 419.75%-415.5pp | 551.28%-547.0pp |
| Employer contribution / active EE | $7,022 | $5,289+32.8% | $4,936+42.3% | $4,663+50.6% |
| Participant deferral / active EE | $20,333 | $8,429+141.2% | $8,071+151.9% | $6,691+203.9% |
| Admin fee / account holder | $130,632 | $15,050+768.0% | $13,005+904.5% | $13,402+874.7% |