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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 | $166,268-37.3% | $165,100-36.9% | $145,897-28.6% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.6%-16.1pp | 80.3%-17.8pp |
| Annual return | 8.45% | 100.52%-92.1pp | 70.21%-61.8pp | 552.29%-543.8pp |
| Employer contribution / active EE | $1,532 | $5,284-71.0% | $4,348-64.8% | $4,663-67.1% |
| Participant deferral / active EE | $3,760 | $6,964-46.0% | $6,035-37.7% | $6,689-43.8% |
| Admin fee / account holder | $15,954 | $16,659-4.2% | $12,696+25.7% | $13,390+19.1% |