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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 | $103,132 | $165,381-37.6% | $149,730-31.1% | $158,966-35.1% |
| Participation rate | 52.9% | 84.6%-31.6pp | 82.5%-29.5pp | 82.0%-29.0pp |
| Annual return | 7.18% | 348.29%-341.1pp | 276.70%-269.5pp | 302.95%-295.8pp |
| Employer contribution / active EE | $1,755 | $5,104-65.6% | $4,645-62.2% | $4,762-63.2% |
| Participant deferral / active EE | $3,558 | $7,182-50.5% | $6,843-48.0% | $5,983-40.5% |
| Admin fee / account holder | $37,770 | $10,809+249.4% | $9,310+305.7% | $11,250+235.7% |