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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 | $80,168 | $160,040-49.9% | $147,096-45.5% | $145,877-45.0% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 9.27% | 98.49%-89.2pp | 419.75%-410.5pp | 551.28%-542.0pp |
| Employer contribution / active EE | $1,473 | $5,289-72.1% | $4,936-70.2% | $4,663-68.4% |
| Participant deferral / active EE | $5,514 | $8,429-34.6% | $8,071-31.7% | $6,691-17.6% |
| Admin fee / account holder | $36,884 | $15,050+145.1% | $13,005+183.6% | $13,402+175.2% |