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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 | $89,262 | $135,956-34.3% | $123,894-28.0% | $273,972-67.4% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 1.75% | 56.63%-54.9pp | 47.52%-45.8pp | 41.46%-39.7pp |
| Employer contribution / active EE | $3,433 | $5,170-33.6% | $4,617-25.6% | $4,869-29.5% |
| Participant deferral / active EE | $6,083 | $6,343-4.1% | $5,984+1.7% | $5,287+15.1% |
| Admin fee / account holder | $45,195 | $9,817+360.3% | $8,357+440.8% | $10,133+346.0% |