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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 | $166,089-42.2% | $164,928-41.8% | $145,978-34.2% |
| Participation rate | 57.1% | 82.0%-24.9pp | 78.6%-21.5pp | 80.3%-23.1pp |
| Annual return | 8.46% | 100.26%-91.8pp | 70.08%-61.6pp | 550.52%-542.1pp |
| Employer contribution / active EE | $1,227 | $5,276-76.8% | $4,343-71.8% | $4,662-73.7% |
| Participant deferral / active EE | $2,744 | $6,961-60.6% | $6,034-54.5% | $6,690-59.0% |
| Admin fee / account holder | $29,103 | $16,641+74.9% | $12,684+129.4% | $13,400+117.2% |