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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 | $95,911 | $176,077-45.5% | $159,455-39.9% | $167,518-42.7% |
| Participation rate | 54.2% | 84.9%-30.8pp | 82.8%-28.7pp | 82.1%-27.9pp |
| Annual return | 7.77% | 331.83%-324.1pp | 263.63%-255.9pp | 478.71%-470.9pp |
| Employer contribution / active EE | $1,508 | $5,298-71.5% | $4,830-68.8% | $4,838-68.8% |
| Participant deferral / active EE | $3,776 | $7,751-51.3% | $7,353-48.6% | $6,342-40.5% |
| Admin fee / account holder | $95,452 | $12,556+660.2% | $10,800+783.8% | $12,312+675.2% |