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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 | $86,116 | $159,934-46.2% | $147,005-41.4% | $145,959-41.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 4.82% | 98.24%-93.4pp | 418.76%-413.9pp | 561.95%-557.1pp |
| Employer contribution / active EE | $2,566 | $5,287-51.5% | $4,934-48.0% | $4,661-44.9% |
| Participant deferral / active EE | $5,096 | $8,427-39.5% | $8,070-36.8% | $6,689-23.8% |
| Admin fee / account holder | $6,611 | $15,053-56.1% | $13,006-49.2% | $13,398-50.7% |