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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 | $92,492 | $111,535-17.1% | $105,223-12.1% | $137,256-32.6% |
| Participation rate | 44.4% | 78.1%-33.6pp | 75.0%-30.6pp | 80.0%-35.5pp |
| Annual return | 10.17% | 237.85%-227.7pp | 180.65%-170.5pp | 220.34%-210.2pp |
| Employer contribution / active EE | $1,098 | $3,939-72.1% | $3,689-70.2% | $4,156-73.6% |
| Participant deferral / active EE | $4,405 | $5,500-19.9% | $5,072-13.1% | $6,407-31.2% |
| Admin fee / account holder | $45,691 | $9,721+370.0% | $8,859+415.8% | $12,270+272.4% |