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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 | $91,485 | $132,099-30.7% | $115,599-20.9% | $138,895-34.1% |
| Participation rate | 57.1% | 77.9%-20.7pp | 74.3%-17.1pp | 79.9%-22.8pp |
| Annual return | 8.46% | 176.76%-168.3pp | 111.10%-102.6pp | 145.39%-136.9pp |
| Employer contribution / active EE | $1,459 | $3,416-57.3% | $2,955-50.6% | $4,194-65.2% |
| Participant deferral / active EE | $3,600 | $5,617-35.9% | $4,889-26.4% | $6,396-43.7% |
| Admin fee / account holder | $71,526 | $15,650+357.0% | $12,841+457.0% | $12,562+469.4% |