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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 | $98,347 | $160,040-38.5% | $147,096-33.1% | $145,877-32.6% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 7.88% | 98.49%-90.6pp | 419.75%-411.9pp | 551.28%-543.4pp |
| Employer contribution / active EE | $2,016 | $5,289-61.9% | $4,936-59.2% | $4,663-56.8% |
| Participant deferral / active EE | $7,185 | $8,429-14.8% | $8,071-11.0% | $6,691+7.4% |
| Admin fee / account holder | $1,262 | $15,050-91.6% | $13,005-90.3% | $13,402-90.6% |