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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 | $100,835 | $111,535-9.6% | $105,223-4.2% | $137,256-26.5% |
| Participation rate | 46.7% | 78.1%-31.4pp | 75.0%-28.4pp | 80.0%-33.3pp |
| Annual return | 9.77% | 237.85%-228.1pp | 180.65%-170.9pp | 220.34%-210.6pp |
| Employer contribution / active EE | $2,473 | $3,939-37.2% | $3,689-32.9% | $4,156-40.5% |
| Participant deferral / active EE | $6,772 | $5,500+23.1% | $5,072+33.5% | $6,407+5.7% |
| Admin fee / account holder | $68,485 | $9,721+604.5% | $8,859+673.1% | $12,270+458.1% |