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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 | $87,663 | $135,956-35.5% | $123,894-29.2% | $273,972-68.0% |
| Participation rate | 50.0% | 84.1%-34.1pp | 81.4%-31.4pp | 83.0%-33.0pp |
| Annual return | 1.09% | 56.63%-55.5pp | 47.52%-46.4pp | 41.46%-40.4pp |
| Employer contribution / active EE | $10,000 | $5,170+93.4% | $4,617+116.6% | $4,869+105.4% |
| Participant deferral / active EE | $2,600 | $6,343-59.0% | $5,984-56.6% | $5,287-50.8% |
| Admin fee / account holder | $139,589 | $9,817+1321.8% | $8,357+1570.3% | $10,133+1277.6% |