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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 | $104,186 | $166,020-37.2% | $164,866-36.8% | $145,959-28.6% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.6%-16.1pp | 80.3%-17.8pp |
| Annual return | 8.45% | 100.08%-91.6pp | 69.97%-61.5pp | 561.95%-553.5pp |
| Employer contribution / active EE | $1,532 | $5,275-70.9% | $4,343-64.7% | $4,661-67.1% |
| Participant deferral / active EE | $3,760 | $6,961-46.0% | $6,033-37.7% | $6,689-43.8% |
| Admin fee / account holder | $15,954 | $16,644-4.1% | $12,689+25.7% | $13,398+19.1% |