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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 | $103,667 | $160,028-35.2% | $147,080-29.5% | $145,884-28.9% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 6.74% | 98.60%-91.9pp | 420.17%-413.4pp | 551.85%-545.1pp |
| Employer contribution / active EE | $2,095 | $5,286-60.4% | $4,933-57.5% | $4,662-55.1% |
| Participant deferral / active EE | $7,009 | $8,422-16.8% | $8,066-13.1% | $6,690+4.8% |
| Admin fee / account holder | $8,218 | $15,030-45.3% | $12,989-36.7% | $13,392-38.6% |