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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 | $101,994 | $217,432-53.1% | $185,851-45.1% | $167,553-39.1% |
| Participation rate | 50.0% | 86.1%-36.1pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 2.02% | 148.43%-146.4pp | 122.11%-120.1pp | 478.89%-476.9pp |
| Employer contribution / active EE | $3,085 | $5,874-47.5% | $5,168-40.3% | $4,840-36.3% |
| Participant deferral / active EE | $13,000 | $6,357+104.5% | $5,569+133.5% | $6,343+105.0% |
| Admin fee / account holder | $1,531 | $19,820-92.3% | $16,245-90.6% | $12,316-87.6% |