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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 | $95,983 | $166,131-42.2% | $164,975-41.8% | $145,877-34.2% |
| Participation rate | 57.1% | 82.0%-24.9pp | 78.6%-21.5pp | 80.3%-23.2pp |
| Annual return | 8.46% | 100.37%-91.9pp | 70.12%-61.7pp | 551.28%-542.8pp |
| Employer contribution / active EE | $1,227 | $5,276-76.7% | $4,343-71.8% | $4,663-73.7% |
| Participant deferral / active EE | $2,744 | $6,962-60.6% | $6,033-54.5% | $6,691-59.0% |
| Admin fee / account holder | $29,103 | $16,648+74.8% | $12,688+129.4% | $13,402+117.1% |