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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 | $93,999 | $166,242-43.5% | $165,071-43.1% | $145,884-35.6% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 7.61% | 100.44%-92.8pp | 70.17%-62.6pp | 551.85%-544.2pp |
| Employer contribution / active EE | $1,921 | $5,283-63.6% | $4,347-55.8% | $4,662-58.8% |
| Participant deferral / active EE | $9,800 | $6,964+40.7% | $6,035+62.4% | $6,690+46.5% |
| Admin fee / account holder | $1,013 | $16,658-93.9% | $12,695-92.0% | $13,392-92.4% |