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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 | $166,268-42.3% | $165,100-41.9% | $145,897-34.2% |
| Participation rate | 57.1% | 82.0%-24.9pp | 78.6%-21.5pp | 80.3%-23.2pp |
| Annual return | 8.46% | 100.52%-92.1pp | 70.21%-61.8pp | 552.29%-543.8pp |
| Employer contribution / active EE | $1,227 | $5,284-76.8% | $4,348-71.8% | $4,663-73.7% |
| Participant deferral / active EE | $2,744 | $6,964-60.6% | $6,035-54.5% | $6,689-59.0% |
| Admin fee / account holder | $29,103 | $16,659+74.7% | $12,696+129.2% | $13,390+117.3% |