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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 | $114,119-19.0% | $107,187-13.7% | $138,895-33.4% |
| Participation rate | 44.4% | 78.1%-33.6pp | 75.0%-30.6pp | 79.9%-35.5pp |
| Annual return | 10.17% | 273.21%-263.0pp | 204.55%-194.4pp | 145.39%-135.2pp |
| Employer contribution / active EE | $1,098 | $4,059-72.9% | $3,782-71.0% | $4,194-73.8% |
| Participant deferral / active EE | $4,405 | $5,538-20.5% | $5,096-13.6% | $6,396-31.1% |
| Admin fee / account holder | $45,691 | $10,024+355.8% | $9,162+398.7% | $12,562+263.7% |